WFG Advisors’s PENN VIRGINIA CORP PVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-400
| Closed | -$2K | – | 1786 |
|
|
2015
Q2 | $2K | Hold |
400
| – | – | ﹤0.01% | 1526 |
|
|
2015
Q1 | $3K | Hold |
400
| – | – | ﹤0.01% | 1498 |
|
|
2014
Q4 | $3K | Buy |
+400
| New | +$3K | ﹤0.01% | 1796 |
|
|
2014
Q3 | – | Sell |
-1,010
| Closed | -$17K | – | 2183 |
|
|
2014
Q2 | $17K | Hold |
1,010
| – | – | ﹤0.01% | 1333 |
|
|
2014
Q1 | $18K | Sell |
1,010
-759
| -43% | -$13.5K | ﹤0.01% | 1288 |
|
|
2013
Q4 | $17K | Sell |
1,769
-2,268
| -56% | -$21.8K | ﹤0.01% | 1411 |
|
|
2013
Q3 | $27K | Hold |
4,037
| – | – | ﹤0.01% | 1155 |
|
|
2013
Q2 | $19K | Buy |
+4,037
| New | +$19K | ﹤0.01% | 1243 |
|