WFG Advisors’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$21K Buy
2017
Q1
$18K Sell
2016
Q4
$21K Buy
2016
Q3
$18K Sell
2016
Q2
$21K Buy
2016
Q1
$23K Sell
2015
Q4
$44K Buy
2015
Q3
$38K Buy
2015
Q2
$34K Buy
2015
Q1
$26K Buy