WFG Advisors’s Howard Hughes HHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $352K | Buy |
3,007
+1,837
| +157% | +$215K | 0.08% | 260 |
|
|
2017
Q1 | $131K | Sell |
1,170
-264
| -18% | -$29.6K | 0.03% | 421 |
|
|
2016
Q4 | $156K | Hold |
1,434
| – | – | 0.04% | 432 |
|
|
2016
Q3 | $157K | Hold |
1,434
| – | – | 0.04% | 422 |
|
|
2016
Q2 | $156K | Hold |
1,434
| – | – | 0.04% | 394 |
|
|
2016
Q1 | $145K | Sell |
1,434
-524
| -27% | -$53K | 0.04% | 394 |
|
|
2015
Q4 | $211K | Sell |
1,958
-525
| -21% | -$56.6K | 0.06% | 278 |
|
|
2015
Q3 | $272K | Hold |
2,483
| – | – | 0.09% | 229 |
|
|
2015
Q2 | $340K | Sell |
2,483
-34
| -1% | -$4.66K | 0.09% | 232 |
|
|
2015
Q1 | $372K | Sell |
2,517
-444
| -15% | -$65.6K | 0.1% | 222 |
|
|
2014
Q4 | $368K | Buy |
2,961
+137
| +5% | +$17K | 0.07% | 297 |
|
|
2014
Q3 | $404K | Buy |
2,824
+58
| +2% | +$8.3K | 0.08% | 302 |
|
|
2014
Q2 | $416K | Buy |
2,766
+57
| +2% | +$8.57K | 0.08% | 293 |
|
|
2014
Q1 | $368K | Buy |
2,709
+234
| +9% | +$31.8K | 0.07% | 299 |
|
|
2013
Q4 | $283K | Buy |
2,475
+23
| +0.9% | +$2.63K | 0.04% | 436 |
|
|
2013
Q3 | $263K | Sell |
2,452
-78
| -3% | -$8.37K | 0.04% | 419 |
|
|
2013
Q2 | $270K | Buy |
+2,530
| New | +$270K | 0.04% | 392 |
|