WFG Advisors’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $21K | Buy |
2,256
+172
| +8% | +$1.6K | ﹤0.01% | 943 |
|
|
2017
Q1 | $18K | Sell |
2,084
-172
| -8% | -$1.49K | ﹤0.01% | 908 |
|
|
2016
Q4 | $21K | Buy |
2,256
+184
| +9% | +$1.71K | 0.01% | 923 |
|
|
2016
Q3 | $18K | Sell |
2,072
-272
| -12% | -$2.36K | ﹤0.01% | 968 |
|
|
2016
Q2 | $21K | Buy |
2,344
+4
| +0.2% | +$36 | 0.01% | 903 |
|
|
2016
Q1 | $23K | Sell |
2,340
-1,680
| -42% | -$16.5K | 0.01% | 851 |
|
|
2015
Q4 | $44K | Buy |
4,020
+176
| +5% | +$1.93K | 0.01% | 697 |
|
|
2015
Q3 | $38K | Buy |
3,844
+560
| +17% | +$5.54K | 0.01% | 723 |
|
|
2015
Q2 | $34K | Buy |
3,284
+228
| +7% | +$2.36K | 0.01% | 829 |
|
|
2015
Q1 | $26K | Buy |
+3,056
| New | +$26K | 0.01% | 914 |
|