WFG Advisors’s Honda HMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $11K | Hold |
400
| – | – | ﹤0.01% | 1107 |
|
|
2017
Q1 | $12K | Hold |
400
| – | – | ﹤0.01% | 1023 |
|
|
2016
Q4 | $12K | Hold |
400
| – | – | ﹤0.01% | 1057 |
|
|
2016
Q3 | $12K | Hold |
400
| – | – | ﹤0.01% | 1070 |
|
|
2016
Q2 | $10K | Hold |
400
| – | – | ﹤0.01% | 1091 |
|
|
2016
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 1026 |
|
|
2015
Q2 | – | Sell |
-48
| Closed | -$2K | – | 1712 |
|
|
2015
Q1 | $2K | Sell |
48
-78
| -62% | -$3.25K | ﹤0.01% | 1529 |
|
|
2014
Q4 | $4K | Buy |
126
+1
| +0.8% | +$32 | ﹤0.01% | 1687 |
|
|
2014
Q3 | $4K | Buy |
+125
| New | +$4K | ﹤0.01% | 1702 |
|
|
2014
Q1 | – | Sell |
-525
| Closed | -$22K | – | 2068 |
|
|
2013
Q4 | $22K | Sell |
525
-8
| -2% | -$335 | ﹤0.01% | 1314 |
|
|
2013
Q3 | $20K | Sell |
533
-652
| -55% | -$24.5K | ﹤0.01% | 1277 |
|
|
2013
Q2 | $44K | Buy |
+1,185
| New | +$44K | 0.01% | 933 |
|