WFG Advisors’s Halozyme HALO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 1475 |
|
|
2017
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 1400 |
|
|
2016
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1474 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$3K | – | 1614 |
|
|
2016
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 1321 |
|
|
2016
Q1 | $3K | Sell |
300
-700
| -70% | -$7K | ﹤0.01% | 1276 |
|
|
2015
Q4 | $17K | Hold |
1,000
| – | – | 0.01% | 932 |
|
|
2015
Q3 | $13K | Sell |
1,000
-2,000
| -67% | -$26K | ﹤0.01% | 1018 |
|
|
2015
Q2 | $68K | Hold |
3,000
| – | – | 0.02% | 639 |
|
|
2015
Q1 | $43K | Hold |
3,000
| – | – | 0.01% | 765 |
|
|
2014
Q4 | $29K | Hold |
3,000
| – | – | 0.01% | 1093 |
|
|
2014
Q3 | $27K | Sell |
3,000
-500
| -14% | -$4.5K | 0.01% | 1153 |
|
|
2014
Q2 | $35K | Sell |
3,500
-1,750
| -33% | -$17.5K | 0.01% | 1045 |
|
|
2014
Q1 | $67K | Hold |
5,250
| – | – | 0.01% | 785 |
|
|
2013
Q4 | $79K | Buy |
5,250
+3,250
| +163% | +$48.9K | 0.01% | 829 |
|
|
2013
Q3 | $22K | Hold |
2,000
| – | – | ﹤0.01% | 1236 |
|
|
2013
Q2 | $16K | Buy |
+2,000
| New | +$16K | ﹤0.01% | 1289 |
|