WFG Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $26K | Sell |
279
-360
| -56% | -$33.5K | 0.01% | 879 |
|
|
2017
Q1 | $54K | Sell |
639
-514
| -45% | -$43.4K | 0.01% | 644 |
|
|
2016
Q4 | $95K | Buy |
1,153
+85
| +8% | +$7K | 0.02% | 534 |
|
|
2016
Q3 | $83K | Sell |
1,068
-208
| -16% | -$16.2K | 0.02% | 574 |
|
|
2016
Q2 | $104K | Buy |
1,276
+92
| +8% | +$7.5K | 0.03% | 485 |
|
|
2016
Q1 | $117K | Sell |
1,184
-328
| -22% | -$32.4K | 0.03% | 438 |
|
|
2015
Q4 | $130K | Buy |
1,512
+258
| +21% | +$22.2K | 0.04% | 399 |
|
|
2015
Q3 | $150K | Sell |
1,254
-440
| -26% | -$52.6K | 0.05% | 356 |
|
|
2015
Q2 | $251K | Buy |
1,694
+6
| +0.4% | +$889 | 0.07% | 281 |
|
|
2015
Q1 | $238K | Buy |
1,688
+272
| +19% | +$38.4K | 0.07% | 311 |
|
|
2014
Q4 | $214K | Sell |
1,416
-39
| -3% | -$5.89K | 0.04% | 409 |
|
|
2014
Q3 | $218K | Buy |
1,455
+236
| +19% | +$35.4K | 0.04% | 426 |
|
|
2014
Q2 | $159K | Buy |
1,219
+5
| +0.4% | +$652 | 0.03% | 505 |
|
|
2014
Q1 | $170K | Sell |
1,214
-94
| -7% | -$13.2K | 0.03% | 471 |
|
|
2013
Q4 | $191K | Buy |
1,308
+388
| +42% | +$56.7K | 0.03% | 529 |
|
|
2013
Q3 | $119K | Buy |
920
+310
| +51% | +$40.1K | 0.02% | 651 |
|
|
2013
Q2 | $58K | Buy |
+610
| New | +$58K | 0.01% | 829 |
|