WFG Advisors’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $399K | Sell |
2,669
-90
| -3% | -$13.5K | 0.09% | 232 |
|
|
2017
Q1 | $408K | Sell |
2,759
-1,209
| -30% | -$179K | 0.11% | 200 |
|
|
2016
Q4 | $491K | Sell |
3,968
-671
| -14% | -$83K | 0.12% | 208 |
|
|
2016
Q3 | $457K | Buy |
4,639
+1,911
| +70% | +$188K | 0.11% | 191 |
|
|
2016
Q2 | $250K | Sell |
2,728
-965
| -26% | -$88.4K | 0.07% | 278 |
|
|
2016
Q1 | $378K | Buy |
3,693
+936
| +34% | +$95.8K | 0.11% | 197 |
|
|
2015
Q4 | $315K | Buy |
2,757
+749
| +37% | +$85.6K | 0.09% | 216 |
|
|
2015
Q3 | $207K | Buy |
2,008
+1,028
| +105% | +$106K | 0.06% | 282 |
|
|
2015
Q2 | $92K | Hold |
980
| – | – | 0.03% | 558 |
|
|
2015
Q1 | $58K | Sell |
980
-2,800
| -74% | -$166K | 0.02% | 685 |
|
|
2014
Q4 | $184K | Buy |
3,780
+3,500
| +1,250% | +$170K | 0.04% | 451 |
|
|
2014
Q3 | $18K | Buy |
280
+140
| +100% | +$9K | ﹤0.01% | 1311 |
|
|
2014
Q2 | $9K | Hold |
140
| – | – | ﹤0.01% | 1509 |
|
|
2014
Q1 | $7K | Sell |
140
-350
| -71% | -$17.5K | ﹤0.01% | 1540 |
|
|
2013
Q4 | $26K | Hold |
490
| – | – | ﹤0.01% | 1240 |
|
|
2013
Q3 | $22K | Hold |
490
| – | – | ﹤0.01% | 1239 |
|
|
2013
Q2 | $15K | Buy |
+490
| New | +$15K | ﹤0.01% | 1321 |
|