WFG Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $57K | Sell |
342
-128
| -27% | -$21.3K | 0.01% | 669 |
|
|
2017
Q1 | $78K | Buy |
470
+147
| +46% | +$24.4K | 0.02% | 552 |
|
|
2016
Q4 | $53K | Buy |
323
+63
| +24% | +$10.3K | 0.01% | 702 |
|
|
2016
Q3 | $42K | Sell |
260
-22
| -8% | -$3.55K | 0.01% | 748 |
|
|
2016
Q2 | $46K | Sell |
282
-9
| -3% | -$1.47K | 0.01% | 703 |
|
|
2016
Q1 | $44K | Sell |
291
-135
| -32% | -$20.4K | 0.01% | 697 |
|
|
2015
Q4 | $69K | Buy |
426
+1
| +0.2% | +$162 | 0.02% | 563 |
|
|
2015
Q3 | $68K | Sell |
425
-9
| -2% | -$1.44K | 0.02% | 554 |
|
|
2015
Q2 | $70K | Sell |
434
-2,342
| -84% | -$378K | 0.02% | 633 |
|
|
2015
Q1 | $442K | Sell |
2,776
-320
| -10% | -$51K | 0.12% | 190 |
|
|
2014
Q4 | $436K | Sell |
3,096
-770
| -20% | -$108K | 0.09% | 250 |
|
|
2014
Q3 | $470K | Buy |
3,866
+28
| +0.7% | +$3.4K | 0.09% | 268 |
|
|
2014
Q2 | $462K | Buy |
3,838
+36
| +0.9% | +$4.33K | 0.09% | 268 |
|
|
2014
Q1 | $410K | Sell |
3,802
-1,232
| -24% | -$133K | 0.08% | 277 |
|
|
2013
Q4 | $547K | Buy |
5,034
+53
| +1% | +$5.76K | 0.08% | 292 |
|
|
2013
Q3 | $543K | Buy |
4,981
+93
| +2% | +$10.1K | 0.08% | 268 |
|
|
2013
Q2 | $498K | Buy |
+4,888
| New | +$498K | 0.08% | 259 |
|