WFG Advisors’s Ingram Micro IM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-21
| Closed | -$1K | – | 1764 |
|
|
2016
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1533 |
|
|
2016
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1500 |
|
|
2014
Q4 | – | Sell |
-375
| Closed | -$10K | – | 2289 |
|
|
2014
Q3 | $10K | Sell |
375
-125
| -25% | -$3.33K | ﹤0.01% | 1498 |
|
|
2014
Q2 | $15K | Buy |
+500
| New | +$15K | ﹤0.01% | 1366 |
|