WFG Advisors’s Penn West Energy Petroleum Ltd PWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-720
| Closed | -$1K | – | 1829 |
|
|
2016
Q3 | $1K | Hold |
720
| – | – | ﹤0.01% | 1540 |
|
|
2016
Q2 | $1K | Hold |
720
| – | – | ﹤0.01% | 1531 |
|
|
2016
Q1 | $1K | Hold |
720
| – | – | ﹤0.01% | 1499 |
|
|
2015
Q4 | $1K | Hold |
720
| – | – | ﹤0.01% | 1533 |
|
|
2015
Q3 | $0 | Hold |
720
| – | – | ﹤0.01% | 1769 |
|
|
2015
Q2 | $1K | Hold |
720
| – | – | ﹤0.01% | 1622 |
|
|
2015
Q1 | $1K | Sell |
720
-1,030
| -59% | -$1.43K | ﹤0.01% | 1700 |
|
|
2014
Q4 | $4K | Hold |
1,750
| – | – | ﹤0.01% | 1713 |
|
|
2014
Q3 | $12K | Hold |
1,750
| – | – | ﹤0.01% | 1436 |
|
|
2014
Q2 | $17K | Hold |
1,750
| – | – | ﹤0.01% | 1332 |
|
|
2014
Q1 | $15K | Sell |
1,750
-8,381
| -83% | -$71.8K | ﹤0.01% | 1358 |
|
|
2013
Q4 | $85K | Buy |
10,131
+350
| +4% | +$2.94K | 0.01% | 804 |
|
|
2013
Q3 | $109K | Buy |
9,781
+95
| +1% | +$1.06K | 0.02% | 679 |
|
|
2013
Q2 | $102K | Buy |
+9,686
| New | +$102K | 0.02% | 662 |
|