WFG Advisors’s Nordic American Tanker NAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-24,597
| Closed | -$200K | – | 1621 |
|
|
2017
Q1 | $200K | Sell |
24,597
-6,270
| -20% | -$51K | 0.05% | 336 |
|
|
2016
Q4 | $257K | Sell |
30,867
-1,748
| -5% | -$14.6K | 0.06% | 310 |
|
|
2016
Q3 | $327K | Buy |
32,615
+24,202
| +288% | +$243K | 0.08% | 244 |
|
|
2016
Q2 | $116K | Sell |
8,413
-208
| -2% | -$2.87K | 0.03% | 465 |
|
|
2016
Q1 | $121K | Buy |
8,621
+3,343
| +63% | +$46.9K | 0.04% | 431 |
|
|
2015
Q4 | $81K | Buy |
5,278
+3,473
| +192% | +$53.3K | 0.02% | 523 |
|
|
2015
Q3 | $27K | Buy |
1,805
+948
| +111% | +$14.2K | 0.01% | 809 |
|
|
2015
Q2 | $12K | Hold |
857
| – | – | ﹤0.01% | 1132 |
|
|
2015
Q1 | $10K | Sell |
857
-8,500
| -91% | -$99.2K | ﹤0.01% | 1202 |
|
|
2014
Q4 | $93K | Sell |
9,357
-696
| -7% | -$6.92K | 0.02% | 663 |
|
|
2014
Q3 | $79K | Sell |
10,053
-2,655
| -21% | -$20.9K | 0.02% | 743 |
|
|
2014
Q2 | $118K | Buy |
12,708
+4,651
| +58% | +$43.2K | 0.02% | 598 |
|
|
2014
Q1 | $78K | Buy |
8,057
+3,230
| +67% | +$31.3K | 0.02% | 732 |
|
|
2013
Q4 | $46K | Sell |
4,827
-573
| -11% | -$5.46K | 0.01% | 1026 |
|
|
2013
Q3 | $44K | Buy |
5,400
+1,278
| +31% | +$10.4K | 0.01% | 980 |
|
|
2013
Q2 | $31K | Buy |
+4,122
| New | +$31K | 0.01% | 1059 |
|