WFG Advisors’s Helix Energy Solutions HLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-378
| Closed | -$2K | – | 1584 |
|
|
2015
Q4 | $2K | Hold |
378
| – | – | ﹤0.01% | 1363 |
|
|
2015
Q3 | $2K | Hold |
378
| – | – | ﹤0.01% | 1408 |
|
|
2015
Q2 | $5K | Hold |
378
| – | – | ﹤0.01% | 1337 |
|
|
2015
Q1 | $6K | Buy |
+378
| New | +$6K | ﹤0.01% | 1308 |
|
|
2014
Q4 | – | Sell |
-65
| Closed | -$1K | – | 2125 |
|
|
2014
Q3 | $1K | Sell |
65
-186
| -74% | -$2.86K | ﹤0.01% | 1956 |
|
|
2014
Q2 | $7K | Hold |
251
| – | – | ﹤0.01% | 1559 |
|
|
2014
Q1 | $6K | Hold |
251
| – | – | ﹤0.01% | 1580 |
|
|
2013
Q4 | $6K | Buy |
251
+65
| +35% | +$1.55K | ﹤0.01% | 1711 |
|
|
2013
Q3 | $5K | Hold |
186
| – | – | ﹤0.01% | 1732 |
|
|
2013
Q2 | $4K | Buy |
+186
| New | +$4K | ﹤0.01% | 1722 |
|