WFG Advisors’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,695
| Closed | -$241K | – | 1907 |
|
|
2015
Q1 | $241K | Sell |
3,695
-2,204
| -37% | -$147K | 0.07% | 305 |
|
|
2014
Q4 | $371K | Buy |
5,899
+649
| +12% | +$40.1K | 0.08% | 294 |
|
|
2014
Q3 | $315K | Sell |
5,250
-161
| -3% | -$9.76K | 0.06% | 347 |
|
|
2014
Q2 | $330K | Buy |
5,411
+2,548
| +89% | +$148K | 0.06% | 346 |
|
|
2014
Q1 | $155K | Sell |
2,863
-57,777
| -95% | -$2.9M | 0.03% | 488 |
|
|
2013
Q4 | $3.07M | Sell |
60,640
-76
| -0.1% | -$3.79K | 0.44% | 38 |
|
|
2013
Q3 | $2.72M | Buy |
60,716
+23,536
| +63% | +$1.04M | 0.42% | 48 |
|
|
2013
Q2 | $1.62M | Buy |
+37,180
| New | +$1.59M | 0.27% | 88 |
|