WFG Advisors’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 1013 |
|
|
2017
Q1 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 1025 |
|
|
2016
Q4 | – | Sell |
-262
| Closed | -$9K | – | 1686 |
|
|
2016
Q3 | $9K | Hold |
262
| – | – | ﹤0.01% | 1160 |
|
|
2016
Q2 | $8K | Hold |
262
| – | – | ﹤0.01% | 1146 |
|
|
2016
Q1 | $11K | Buy |
262
+104
| +66% | +$4.37K | ﹤0.01% | 1031 |
|
|
2015
Q4 | $13K | Sell |
158
-54
| -25% | -$4.44K | ﹤0.01% | 1016 |
|
|
2015
Q3 | $20K | Hold |
212
| – | – | 0.01% | 889 |
|
|
2015
Q2 | $21K | Buy |
212
+158
| +293% | +$15.7K | 0.01% | 964 |
|
|
2015
Q1 | $5K | Buy |
+54
| New | +$5K | ﹤0.01% | 1369 |
|