WFG Advisors’s Kandi Technologies Group KNDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,500
| Closed | -$17K | – | 1609 |
|
|
2017
Q1 | $17K | Sell |
4,500
-2,300
| -34% | -$8.69K | ﹤0.01% | 924 |
|
|
2016
Q4 | $33K | Sell |
6,800
-22,400
| -77% | -$109K | 0.01% | 817 |
|
|
2016
Q3 | $160K | Sell |
29,200
-5,000
| -15% | -$27.4K | 0.04% | 417 |
|
|
2016
Q2 | $245K | Buy |
34,200
+5,500
| +19% | +$39.4K | 0.07% | 282 |
|
|
2016
Q1 | $207K | Buy |
28,700
+500
| +2% | +$3.61K | 0.06% | 295 |
|
|
2015
Q4 | $307K | Sell |
28,200
-4,000
| -12% | -$43.5K | 0.09% | 220 |
|
|
2015
Q3 | $169K | Sell |
32,200
-37,500
| -54% | -$197K | 0.05% | 324 |
|
|
2015
Q2 | $630K | Hold |
69,700
| – | – | 0.17% | 132 |
|
|
2015
Q1 | $864K | Hold |
69,700
| – | – | 0.24% | 92 |
|
|
2014
Q4 | $976K | Hold |
69,700
| – | – | 0.2% | 112 |
|
|
2014
Q3 | $905K | Hold |
69,700
| – | – | 0.17% | 144 |
|
|
2014
Q2 | $986K | Buy |
69,700
+150
| +0.2% | +$2.12K | 0.18% | 133 |
|
|
2014
Q1 | $1.14M | Buy |
69,550
+600
| +0.9% | +$9.84K | 0.23% | 94 |
|
|
2013
Q4 | $813K | Sell |
68,950
-7,800
| -10% | -$92K | 0.12% | 205 |
|
|
2013
Q3 | $597K | Hold |
76,750
| – | – | 0.09% | 247 |
|
|
2013
Q2 | $431K | Buy |
+76,750
| New | +$431K | 0.07% | 291 |
|