WFG Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $16K | Hold |
1,327
| – | – | ﹤0.01% | 1009 |
|
|
2017
Q1 | $17K | Hold |
1,327
| – | – | ﹤0.01% | 921 |
|
|
2016
Q4 | $14K | Hold |
1,327
| – | – | ﹤0.01% | 1020 |
|
|
2016
Q3 | $14K | Sell |
1,327
-69
| -5% | -$728 | ﹤0.01% | 1031 |
|
|
2016
Q2 | $12K | Hold |
1,396
| – | – | ﹤0.01% | 1039 |
|
|
2016
Q1 | $13K | Buy |
1,396
+69
| +5% | +$643 | ﹤0.01% | 983 |
|
|
2015
Q4 | $11K | Hold |
1,327
| – | – | ﹤0.01% | 1050 |
|
|
2015
Q3 | $11K | Hold |
1,327
| – | – | ﹤0.01% | 1066 |
|
|
2015
Q2 | $11K | Hold |
1,327
| – | – | ﹤0.01% | 1154 |
|
|
2015
Q1 | $13K | Hold |
1,327
| – | – | ﹤0.01% | 1121 |
|
|
2014
Q4 | $11K | Hold |
1,327
| – | – | ﹤0.01% | 1409 |
|
|
2014
Q3 | $10K | Hold |
1,327
| – | – | ﹤0.01% | 1480 |
|
|
2014
Q2 | $11K | Hold |
1,327
| – | – | ﹤0.01% | 1441 |
|
|
2014
Q1 | $9K | Sell |
1,327
-153
| -10% | -$1.04K | ﹤0.01% | 1479 |
|
|
2013
Q4 | $9K | Hold |
1,480
| – | – | ﹤0.01% | 1607 |
|
|
2013
Q3 | $10K | Sell |
1,480
-862
| -37% | -$5.82K | ﹤0.01% | 1513 |
|
|
2013
Q2 | $14K | Buy |
+2,342
| New | +$14K | ﹤0.01% | 1344 |
|