WFG Advisors’s POWERSECURE INTL INC COM STK (DE) POWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-200
| Closed | -$2K | – | 1735 |
|
|
2015
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1450 |
|
|
2015
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1442 |
|
|
2015
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1496 |
|
|
2014
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 1895 |
|
|
2014
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 1906 |
|
|
2014
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 1843 |
|
|
2014
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1631 |
|
|
2013
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 1924 |
|
|
2013
Q3 | $3K | Sell |
200
-25
| -11% | -$375 | ﹤0.01% | 1892 |
|
|
2013
Q2 | $3K | Buy |
+225
| New | +$3K | ﹤0.01% | 1813 |
|