WFG Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1420 |
|
|
2017
Q1 | – | Sell |
-23
| Closed | -$2K | – | 1600 |
|
|
2016
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1415 |
|
|
2013
Q3 | – | Sell |
-280
| Closed | -$9K | – | 2215 |
|
|
2013
Q2 | $9K | Buy |
+280
| New | +$9K | ﹤0.01% | 1489 |
|