WFG Advisors’s Natwest Bank Ads Series C NW.PRC.CL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-130
| Closed | -$3K | – | 2261 |
|
|
2014
Q4 | $3K | Sell |
130
-4,708
| -97% | -$109K | ﹤0.01% | 1801 |
|
|
2014
Q3 | $125K | Sell |
4,838
-130
| -3% | -$3.36K | 0.02% | 586 |
|
|
2014
Q2 | $131K | Hold |
4,968
| – | – | 0.02% | 567 |
|
|
2014
Q1 | $127K | Hold |
4,968
| – | – | 0.03% | 559 |
|
|
2013
Q4 | $125K | Hold |
4,968
| – | – | 0.02% | 662 |
|
|
2013
Q3 | $124K | Hold |
4,968
| – | – | 0.02% | 636 |
|
|
2013
Q2 | $125K | Buy |
+4,968
| New | +$125K | 0.02% | 588 |
|