WFG Advisors’s KEURIG GREEN MTN INC GMCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-15
| Closed | -$2K | – | 1880 |
|
|
2015
Q1 | $2K | Sell |
15
-150
| -91% | -$20K | ﹤0.01% | 1586 |
|
|
2014
Q4 | $22K | Buy |
165
+150
| +1,000% | +$20K | ﹤0.01% | 1191 |
|
|
2014
Q3 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 1909 |
|
|
2014
Q1 | – | Sell |
-30
| Closed | -$2K | – | 2346 |
|
|
2013
Q4 | $2K | Sell |
30
-741
| -96% | -$49.4K | ﹤0.01% | 2025 |
|
|
2013
Q3 | $58K | Buy |
771
+400
| +108% | +$30.1K | 0.01% | 873 |
|
|
2013
Q2 | $28K | Buy |
+371
| New | +$28K | ﹤0.01% | 1095 |
|