WFG Advisors’s Sears Holding Corporation SHLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-844
| Closed | -$19K | – | 1714 |
|
|
2015
Q3 | $19K | Sell |
844
-1,020
| -55% | -$23K | 0.01% | 917 |
|
|
2015
Q2 | $50K | Buy |
1,864
+105
| +6% | +$2.82K | 0.01% | 730 |
|
|
2015
Q1 | $73K | Buy |
1,759
+637
| +57% | +$26.4K | 0.02% | 629 |
|
|
2014
Q4 | $37K | Sell |
1,122
-31
| -3% | -$1.02K | 0.01% | 996 |
|
|
2014
Q3 | $27K | Hold |
1,153
| – | – | 0.01% | 1162 |
|
|
2014
Q2 | $43K | Sell |
1,153
-1,211
| -51% | -$45.2K | 0.01% | 970 |
|
|
2014
Q1 | $85K | Sell |
2,364
-708
| -23% | -$25.5K | 0.02% | 700 |
|
|
2013
Q4 | $114K | Sell |
3,072
-1,963
| -39% | -$72.8K | 0.02% | 698 |
|
|
2013
Q3 | $226K | Buy |
5,035
+3,147
| +167% | +$141K | 0.04% | 451 |
|
|
2013
Q2 | $60K | Buy |
+1,888
| New | +$60K | 0.01% | 820 |
|