WFG Advisors’s Southcross Energy Partners, L.P. SXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-5,400
| Closed | -$86K | – | 2280 |
|
|
2014
Q4 | $86K | Hold |
5,400
| – | – | 0.02% | 682 |
|
|
2014
Q3 | $115K | Hold |
5,400
| – | – | 0.02% | 613 |
|
|
2014
Q2 | $124K | Buy |
5,400
+400
| +8% | +$9.19K | 0.02% | 588 |
|
|
2014
Q1 | $85K | Buy |
5,000
+3,000
| +150% | +$51K | 0.02% | 703 |
|
|
2013
Q4 | $36K | Buy |
2,000
+500
| +33% | +$9K | 0.01% | 1126 |
|
|
2013
Q3 | $25K | Buy |
+1,500
| New | +$25K | ﹤0.01% | 1198 |
|