WFG Advisors’s SPDR INDEX SHS FDS SPDR S&P SMALL CP EMERGING GMFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-100
| Closed | -$4K | – | 2219 |
|
|
2014
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1719 |
|
|
2014
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1739 |
|
|
2014
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1713 |
|
|
2014
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1691 |
|
|
2013
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1842 |
|
|
2013
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1815 |
|
|
2013
Q2 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 1752 |
|