WFG Advisors’s USB AG (NEW) OUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-551
| Closed | -$9K | – | 2230 |
|
|
2014
Q4 | $9K | Buy |
551
+406
| +280% | +$6.63K | ﹤0.01% | 1497 |
|
|
2014
Q3 | $3K | Hold |
145
| – | – | ﹤0.01% | 1816 |
|
|
2014
Q2 | $3K | Hold |
145
| – | – | ﹤0.01% | 1782 |
|
|
2014
Q1 | $3K | Sell |
145
-4,899
| -97% | -$101K | ﹤0.01% | 1765 |
|
|
2013
Q4 | $97K | Buy |
5,044
+3,983
| +375% | +$76.6K | 0.01% | 756 |
|
|
2013
Q3 | $22K | Sell |
1,061
-4
| -0.4% | -$83 | ﹤0.01% | 1255 |
|
|
2013
Q2 | $18K | Buy |
+1,065
| New | +$18K | ﹤0.01% | 1259 |
|