WFG Advisors’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-23
| Closed | -$2K | – | 1644 |
|
|
2016
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 1419 |
|
|
2016
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 1406 |
|
|
2016
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 1484 |
|
|
2016
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 1450 |
|
|
2015
Q4 | $2K | Hold |
23
| – | – | ﹤0.01% | 1381 |
|
|
2015
Q3 | $2K | Hold |
23
| – | – | ﹤0.01% | 1429 |
|
|
2015
Q2 | $2K | Hold |
23
| – | – | ﹤0.01% | 1494 |
|
|
2015
Q1 | $2K | Sell |
23
-57
| -71% | -$4.96K | ﹤0.01% | 1555 |
|
|
2014
Q4 | $6K | Buy |
80
+7
| +10% | +$525 | ﹤0.01% | 1596 |
|
|
2014
Q3 | $5K | Sell |
73
-870
| -92% | -$59.6K | ﹤0.01% | 1661 |
|
|
2014
Q2 | $63K | Sell |
943
-991
| -51% | -$66.2K | 0.01% | 827 |
|
|
2014
Q1 | $135K | Sell |
1,934
-788
| -29% | -$55K | 0.03% | 539 |
|
|
2013
Q4 | $200K | Sell |
2,722
-306
| -10% | -$22.5K | 0.03% | 518 |
|
|
2013
Q3 | $199K | Buy |
3,028
+82
| +3% | +$5.39K | 0.03% | 484 |
|
|
2013
Q2 | $192K | Buy |
+2,946
| New | +$192K | 0.03% | 470 |
|