WFG Advisors’s Barclays Bank PLC iPath Exchange Traded Notes Linked to Goldman Sachs Crude Oil Total Return In OIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $6K | Buy |
1,187
+986
| +491% | +$4.98K | ﹤0.01% | 1268 |
|
|
2017
Q1 | $1K | Hold |
201
| – | – | ﹤0.01% | 1471 |
|
|
2016
Q4 | $1K | Sell |
201
-52
| -21% | -$259 | ﹤0.01% | 1534 |
|
|
2016
Q3 | $1K | Hold |
253
| – | – | ﹤0.01% | 1549 |
|
|
2016
Q2 | $2K | Hold |
253
| – | – | ﹤0.01% | 1418 |
|
|
2016
Q1 | $1K | Sell |
253
-700
| -73% | -$2.77K | ﹤0.01% | 1515 |
|
|
2015
Q4 | $6K | Hold |
953
| – | – | ﹤0.01% | 1205 |
|
|
2015
Q3 | $8K | Buy |
953
+700
| +277% | +$5.88K | ﹤0.01% | 1167 |
|
|
2015
Q2 | $3K | Buy |
253
+201
| +387% | +$2.38K | ﹤0.01% | 1451 |
|
|
2015
Q1 | $1K | Sell |
52
-651
| -93% | -$12.5K | ﹤0.01% | 1732 |
|
|
2014
Q4 | $9K | Sell |
703
-147
| -17% | -$1.88K | ﹤0.01% | 1499 |
|
|
2014
Q3 | $19K | Sell |
850
-600
| -41% | -$13.4K | ﹤0.01% | 1304 |
|
|
2014
Q2 | $37K | Hold |
1,450
| – | – | 0.01% | 1034 |
|
|
2014
Q1 | $35K | Buy |
1,450
+287
| +25% | +$6.93K | 0.01% | 1045 |
|
|
2013
Q4 | $27K | Hold |
1,163
| – | – | ﹤0.01% | 1232 |
|
|
2013
Q3 | $28K | Buy |
1,163
+13
| +1% | +$313 | ﹤0.01% | 1143 |
|
|
2013
Q2 | $26K | Buy |
+1,150
| New | +$26K | ﹤0.01% | 1124 |
|