WFG Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $22K | Buy |
906
+438
| +94% | +$10.6K | 0.01% | 924 |
|
|
2017
Q1 | $11K | Sell |
468
-4,746
| -91% | -$112K | ﹤0.01% | 1045 |
|
|
2016
Q4 | $117K | Buy |
5,214
+4,083
| +361% | +$91.6K | 0.03% | 486 |
|
|
2016
Q3 | $25K | Buy |
1,131
+3
| +0.3% | +$66 | 0.01% | 894 |
|
|
2016
Q2 | $24K | Buy |
1,128
+6
| +0.5% | +$128 | 0.01% | 881 |
|
|
2016
Q1 | $25K | Buy |
1,122
+6
| +0.5% | +$134 | 0.01% | 832 |
|
|
2015
Q4 | $22K | Buy |
1,116
+3
| +0.3% | +$59 | 0.01% | 874 |
|
|
2015
Q3 | $20K | Buy |
1,113
+267
| +32% | +$4.8K | 0.01% | 888 |
|
|
2015
Q2 | $14K | Buy |
846
+708
| +513% | +$11.7K | ﹤0.01% | 1089 |
|
|
2015
Q1 | $2K | Hold |
138
| – | – | ﹤0.01% | 1542 |
|
|
2014
Q4 | $2K | Hold |
138
| – | – | ﹤0.01% | 1839 |
|
|
2014
Q3 | $2K | Hold |
138
| – | – | ﹤0.01% | 1860 |
|
|
2014
Q2 | $2K | Hold |
138
| – | – | ﹤0.01% | 1807 |
|
|
2014
Q1 | $2K | Hold |
138
| – | – | ﹤0.01% | 1796 |
|
|
2013
Q4 | $2K | Hold |
138
| – | – | ﹤0.01% | 1978 |
|
|
2013
Q3 | $1K | Buy |
138
+3
| +2% | +$22 | ﹤0.01% | 2052 |
|
|
2013
Q2 | $1K | Buy |
+135
| New | +$1K | ﹤0.01% | 1970 |
|