WFG Advisors’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-32
| Closed | -$1K | – | 1620 |
|
|
2016
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1466 |
|
|
2016
Q2 | $1K | Sell |
32
-14
| -30% | -$438 | ﹤0.01% | 1453 |
|
|
2016
Q1 | $1K | Buy |
46
+14
| +44% | +$304 | ﹤0.01% | 1417 |
|
|
2015
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1455 |
|
|
2015
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1492 |
|
|
2015
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1562 |
|
|
2015
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 1620 |
|
|
2014
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1943 |
|
|
2014
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1955 |
|
|
2014
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1884 |
|
|
2014
Q1 | $1K | Sell |
32
-128
| -80% | -$4K | ﹤0.01% | 1878 |
|
|
2013
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 1710 |
|
|
2013
Q3 | $6K | Sell |
160
-32
| -17% | -$1.2K | ﹤0.01% | 1677 |
|
|
2013
Q2 | $4K | Buy |
+192
| New | +$4K | ﹤0.01% | 1721 |
|