WFG Advisors’s LegacyTexas Financial Group Inc LTXB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $121K | Buy |
3,169
+13
| +0.4% | +$496 | 0.03% | 487 |
|
|
2017
Q1 | $126K | Buy |
3,156
+12
| +0.4% | +$479 | 0.03% | 429 |
|
|
2016
Q4 | $135K | Buy |
3,144
+13
| +0.4% | +$558 | 0.03% | 457 |
|
|
2016
Q3 | $99K | Buy |
3,131
+16
| +0.5% | +$506 | 0.02% | 526 |
|
|
2016
Q2 | $84K | Buy |
3,115
+18
| +0.6% | +$485 | 0.02% | 547 |
|
|
2016
Q1 | $61K | Buy |
+3,097
| New | +$61K | 0.02% | 613 |
|
|
2015
Q2 | – | Sell |
-45
| Closed | -$1K | – | 1841 |
|
|
2015
Q1 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1688 |
|
|
2014
Q4 | – | Sell |
-45
| Closed | -$1K | – | 2265 |
|
|
2014
Q3 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 2017 |
|
|
2014
Q1 | – | Sell |
-15,458
| Closed | -$424K | – | 2295 |
|
|
2013
Q4 | $424K | Buy |
15,458
+15
| +0.1% | +$411 | 0.06% | 341 |
|
|
2013
Q3 | $319K | Sell |
15,443
-1,000
| -6% | -$20.7K | 0.05% | 377 |
|
|
2013
Q2 | $342K | Buy |
+16,443
| New | +$342K | 0.06% | 339 |
|