WFG Advisors’s El Paso Electric Company EE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-1,503
| Closed | -$60K | – | 2269 |
|
2014
Q4 | $60K | Hold |
1,503
| – | – | 0.01% | 815 |
|
2014
Q3 | $55K | Sell |
1,503
-81
| -5% | -$2.96K | 0.01% | 892 |
|
2014
Q2 | $64K | Sell |
1,584
-14
| -0.9% | -$566 | 0.01% | 822 |
|
2014
Q1 | $57K | Hold |
1,598
| – | – | 0.01% | 862 |
|
2013
Q4 | $56K | Hold |
1,598
| – | – | 0.01% | 960 |
|
2013
Q3 | $53K | Hold |
1,598
| – | – | 0.01% | 911 |
|
2013
Q2 | $56K | Buy |
+1,598
| New | +$56K | 0.01% | 848 |
|