WFG Advisors’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $24K | Hold |
499
| – | – | 0.01% | 899 |
|
|
2017
Q1 | $24K | Hold |
499
| – | – | 0.01% | 841 |
|
|
2016
Q4 | $21K | Hold |
499
| – | – | 0.01% | 925 |
|
|
2016
Q3 | $22K | Hold |
499
| – | – | 0.01% | 921 |
|
|
2016
Q2 | $19K | Sell |
499
-500
| -50% | -$19K | 0.01% | 927 |
|
|
2016
Q1 | $34K | Hold |
999
| – | – | 0.01% | 766 |
|
|
2015
Q4 | $37K | Hold |
999
| – | – | 0.01% | 741 |
|
|
2015
Q3 | $48K | Sell |
999
-700
| -41% | -$33.6K | 0.02% | 654 |
|
|
2015
Q2 | $118K | Hold |
1,699
| – | – | 0.03% | 488 |
|
|
2015
Q1 | $132K | Sell |
1,699
-503
| -23% | -$39.1K | 0.04% | 453 |
|
|
2014
Q4 | $155K | Sell |
2,202
-5,622
| -72% | -$396K | 0.03% | 509 |
|
|
2014
Q3 | $626K | Buy |
7,824
+349
| +5% | +$27.9K | 0.12% | 210 |
|
|
2014
Q2 | $536K | Buy |
7,475
+300
| +4% | +$21.5K | 0.1% | 238 |
|
|
2014
Q1 | $397K | Buy |
7,175
+1,155
| +19% | +$63.9K | 0.08% | 282 |
|
|
2013
Q4 | $260K | Buy |
6,020
+500
| +9% | +$21.6K | 0.04% | 452 |
|
|
2013
Q3 | $188K | Sell |
5,520
-165
| -3% | -$5.62K | 0.03% | 506 |
|
|
2013
Q2 | $158K | Buy |
+5,685
| New | +$158K | 0.03% | 525 |
|