WFG Advisors’s Prestige Consumer Healthcare PBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$55K | – | 1647 |
|
|
2016
Q2 | $55K | Hold |
1,000
| – | – | 0.01% | 666 |
|
|
2016
Q1 | $53K | Sell |
1,000
-200
| -17% | -$10.6K | 0.02% | 649 |
|
|
2015
Q4 | $62K | Hold |
1,200
| – | – | 0.02% | 606 |
|
|
2015
Q3 | $54K | Hold |
1,200
| – | – | 0.02% | 621 |
|
|
2015
Q2 | $55K | Buy |
+1,200
| New | +$55K | 0.02% | 698 |
|
|
2015
Q1 | – | Sell |
-91
| Closed | -$3K | – | 1960 |
|
|
2014
Q4 | $3K | Hold |
91
| – | – | ﹤0.01% | 1775 |
|
|
2014
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 1786 |
|
|
2014
Q2 | $3K | Hold |
91
| – | – | ﹤0.01% | 1749 |
|
|
2014
Q1 | $2K | Hold |
91
| – | – | ﹤0.01% | 1797 |
|
|
2013
Q4 | $3K | Hold |
91
| – | – | ﹤0.01% | 1885 |
|
|
2013
Q3 | $3K | Hold |
91
| – | – | ﹤0.01% | 1855 |
|
|
2013
Q2 | $3K | Buy |
+91
| New | +$3K | ﹤0.01% | 1781 |
|