WFG Advisors’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $68K | Hold |
532
| – | – | 0.02% | 626 |
|
|
2017
Q1 | $76K | Sell |
532
-200
| -27% | -$28.6K | 0.02% | 560 |
|
|
2016
Q4 | $106K | Buy |
732
+200
| +38% | +$29K | 0.03% | 509 |
|
|
2016
Q3 | $66K | Hold |
532
| – | – | 0.02% | 636 |
|
|
2016
Q2 | $61K | Hold |
532
| – | – | 0.02% | 636 |
|
|
2016
Q1 | $56K | Buy |
532
+62
| +13% | +$6.53K | 0.02% | 635 |
|
|
2015
Q4 | $46K | Buy |
+470
| New | +$46K | 0.01% | 682 |
|
|
2015
Q1 | – | Sell |
-600
| Closed | -$78K | – | 1854 |
|
|
2014
Q4 | $78K | Hold |
600
| – | – | 0.02% | 720 |
|
|
2014
Q3 | $71K | Buy |
+600
| New | +$71K | 0.01% | 791 |
|
|
2014
Q1 | – | Sell |
-100
| Closed | -$9K | – | 2041 |
|
|
2013
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 1606 |
|
|
2013
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1553 |
|
|
2013
Q2 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 1563 |
|