WFG Advisors’s VOYA NATURAL RESOURCES EQUITY INCOME FUND IRR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $68K | Buy |
11,500
+3,400
| +42% | +$20.1K | 0.02% | 630 |
|
|
2017
Q1 | $53K | Sell |
8,100
-100
| -1% | -$654 | 0.01% | 647 |
|
|
2016
Q4 | $52K | Hold |
8,200
| – | – | 0.01% | 714 |
|
|
2016
Q3 | $56K | Buy |
8,200
+800
| +11% | +$5.46K | 0.01% | 683 |
|
|
2016
Q2 | $47K | Hold |
7,400
| – | – | 0.01% | 701 |
|
|
2016
Q1 | $42K | Hold |
7,400
| – | – | 0.01% | 711 |
|
|
2015
Q4 | $40K | Hold |
7,400
| – | – | 0.01% | 725 |
|
|
2015
Q3 | $45K | Hold |
7,400
| – | – | 0.01% | 683 |
|
|
2015
Q2 | $58K | Hold |
7,400
| – | – | 0.02% | 684 |
|
|
2015
Q1 | $66K | Buy |
7,400
+2,300
| +45% | +$20.5K | 0.02% | 657 |
|
|
2014
Q4 | $42K | Buy |
+5,100
| New | +$42K | 0.01% | 944 |
|