WFG Advisors’s Starz - Series A STRZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-1,033
| Closed | -$32K | – | 1842 |
|
|
2016
Q3 | $32K | Hold |
1,033
| – | – | 0.01% | 824 |
|
|
2016
Q2 | $31K | Hold |
1,033
| – | – | 0.01% | 823 |
|
|
2016
Q1 | $27K | Sell |
1,033
-420
| -29% | -$11K | 0.01% | 821 |
|
|
2015
Q4 | $49K | Sell |
1,453
-443
| -23% | -$14.9K | 0.01% | 671 |
|
|
2015
Q3 | $71K | Sell |
1,896
-370
| -16% | -$13.9K | 0.02% | 546 |
|
|
2015
Q2 | $101K | Hold |
2,266
| – | – | 0.03% | 527 |
|
|
2015
Q1 | $78K | Sell |
2,266
-572
| -20% | -$19.7K | 0.02% | 607 |
|
|
2014
Q4 | $84K | Buy |
2,838
+129
| +5% | +$3.82K | 0.02% | 695 |
|
|
2014
Q3 | $90K | Buy |
2,709
+58
| +2% | +$1.93K | 0.02% | 704 |
|
|
2014
Q2 | $79K | Buy |
2,651
+180
| +7% | +$5.36K | 0.01% | 746 |
|
|
2014
Q1 | $80K | Buy |
2,471
+115
| +5% | +$3.72K | 0.02% | 725 |
|
|
2013
Q4 | $69K | Buy |
2,356
+90
| +4% | +$2.64K | 0.01% | 883 |
|
|
2013
Q3 | $64K | Sell |
2,266
-133
| -6% | -$3.76K | 0.01% | 835 |
|
|
2013
Q2 | $53K | Buy |
+2,399
| New | +$53K | 0.01% | 869 |
|