WFG Advisors’s SUPERVALU Inc. SVU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-429
| Closed | -$14K | – | 1729 |
|
|
2016
Q4 | $14K | Sell |
429
-447
| -51% | -$14.6K | ﹤0.01% | 1033 |
|
|
2016
Q3 | $31K | Sell |
876
-371
| -30% | -$13.1K | 0.01% | 833 |
|
|
2016
Q2 | $41K | Hold |
1,247
| – | – | 0.01% | 743 |
|
|
2016
Q1 | $50K | Hold |
1,247
| – | – | 0.01% | 663 |
|
|
2015
Q4 | $59K | Sell |
1,247
-180
| -13% | -$8.52K | 0.02% | 624 |
|
|
2015
Q3 | $72K | Sell |
1,427
-211
| -13% | -$10.6K | 0.02% | 542 |
|
|
2015
Q2 | $93K | Sell |
1,638
-518
| -24% | -$29.4K | 0.03% | 554 |
|
|
2015
Q1 | $176K | Hold |
2,156
| – | – | 0.05% | 386 |
|
|
2014
Q4 | $146K | Buy |
2,156
+328
| +18% | +$22.2K | 0.03% | 535 |
|
|
2014
Q3 | $114K | Buy |
1,828
+72
| +4% | +$4.49K | 0.02% | 617 |
|
|
2014
Q2 | $101K | Sell |
1,756
-14
| -0.8% | -$805 | 0.02% | 663 |
|
|
2014
Q1 | $85K | Buy |
1,770
+508
| +40% | +$24.4K | 0.02% | 701 |
|
|
2013
Q4 | $64K | Sell |
1,262
-742
| -37% | -$37.6K | 0.01% | 900 |
|
|
2013
Q3 | $115K | Buy |
2,004
+686
| +52% | +$39.4K | 0.02% | 665 |
|
|
2013
Q2 | $57K | Buy |
+1,318
| New | +$57K | 0.01% | 839 |
|