WFG Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $57K | Sell |
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|
2017
Q1 | $78K | Buy |
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|
2016
Q4 | $53K | Buy |
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|
2016
Q3 | $42K | Sell |
|
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|
2016
Q2 | $46K | Sell |
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|
2016
Q1 | $44K | Sell |
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|
2015
Q4 | $69K | Buy |
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|
2015
Q3 | $68K | Sell |
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|
2015
Q2 | $70K | Sell |
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|
2015
Q1 | $442K | Sell |
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|
2014
Q4 | $436K | Sell |
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|
2014
Q3 | $470K | Buy |
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|
2014
Q2 | $462K | Buy |
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|
2014
Q1 | $410K | Sell |
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|
2013
Q4 | $547K | Buy |
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|
2013
Q3 | $543K | Buy |
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|
2013
Q2 | $498K | Buy |
|