WFG Advisors’s International Flavors & Fragrances IFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $23K | Sell |
170
-350
| -67% | -$47.4K | 0.01% | 910 |
|
|
2017
Q1 | $69K | Sell |
520
-700
| -57% | -$92.9K | 0.02% | 585 |
|
|
2016
Q4 | $144K | Hold |
1,220
| – | – | 0.04% | 450 |
|
|
2016
Q3 | $174K | Hold |
1,220
| – | – | 0.04% | 399 |
|
|
2016
Q2 | $154K | Hold |
1,220
| – | – | 0.04% | 397 |
|
|
2016
Q1 | $139K | Buy |
1,220
+1,050
| +618% | +$120K | 0.04% | 409 |
|
|
2015
Q4 | $20K | Hold |
170
| – | – | 0.01% | 897 |
|
|
2015
Q3 | $18K | Hold |
170
| – | – | 0.01% | 927 |
|
|
2015
Q2 | $19K | Buy |
+170
| New | +$19K | 0.01% | 993 |
|
|
2014
Q1 | – | Sell |
-3,320
| Closed | -$285K | – | 2079 |
|
|
2013
Q4 | $285K | Hold |
3,320
| – | – | 0.04% | 433 |
|
|
2013
Q3 | $273K | Hold |
3,320
| – | – | 0.04% | 411 |
|
|
2013
Q2 | $250K | Buy |
+3,320
| New | +$250K | 0.04% | 415 |
|