WFG Advisors’s ROUSE PPTYS INC COM (DE) RSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,140
| Closed | -$31K | – | 1768 |
|
|
2015
Q4 | $31K | Sell |
2,140
-1,680
| -44% | -$24.3K | 0.01% | 788 |
|
|
2015
Q3 | $60K | Sell |
3,820
-1,341
| -26% | -$21.1K | 0.02% | 589 |
|
|
2015
Q2 | $84K | Sell |
5,161
-618
| -11% | -$10.1K | 0.02% | 582 |
|
|
2015
Q1 | $110K | Sell |
5,779
-728
| -11% | -$13.9K | 0.03% | 509 |
|
|
2014
Q4 | $121K | Sell |
6,507
-801
| -11% | -$14.9K | 0.02% | 582 |
|
|
2014
Q3 | $118K | Sell |
7,308
-281
| -4% | -$4.54K | 0.02% | 604 |
|
|
2014
Q2 | $130K | Hold |
7,589
| – | – | 0.02% | 570 |
|
|
2014
Q1 | $131K | Buy |
7,589
+467
| +7% | +$8.06K | 0.03% | 550 |
|
|
2013
Q4 | $158K | Buy |
7,122
+105
| +1% | +$2.33K | 0.02% | 589 |
|
|
2013
Q3 | $144K | Sell |
7,017
-1,001
| -12% | -$20.5K | 0.02% | 586 |
|
|
2013
Q2 | $157K | Buy |
+8,018
| New | +$157K | 0.03% | 531 |
|