WFG Advisors’s EPIQ SYSTEMS INC EPIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-4,090
| Closed | -$72K | – | 2291 |
|
|
2014
Q3 | $72K | Hold |
4,090
| – | – | 0.01% | 788 |
|
|
2014
Q2 | $57K | Sell |
4,090
-2,362
| -37% | -$32.9K | 0.01% | 858 |
|
|
2014
Q1 | $88K | Buy |
6,452
+16
| +0.2% | +$218 | 0.02% | 689 |
|
|
2013
Q4 | $104K | Buy |
6,436
+13
| +0.2% | +$210 | 0.01% | 726 |
|
|
2013
Q3 | $85K | Buy |
6,423
+18
| +0.3% | +$238 | 0.01% | 751 |
|
|
2013
Q2 | $86K | Buy |
+6,405
| New | +$86K | 0.01% | 714 |
|