WFG Advisors’s Tiptree Inc TIPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $13K | Hold |
1,800
| – | – | ﹤0.01% | 1068 |
|
|
2017
Q1 | $13K | Hold |
1,800
| – | – | ﹤0.01% | 1009 |
|
|
2016
Q4 | $11K | Hold |
1,800
| – | – | ﹤0.01% | 1079 |
|
|
2016
Q3 | $11K | Hold |
1,800
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q2 | $10K | Hold |
1,800
| – | – | ﹤0.01% | 1101 |
|
|
2016
Q1 | $10K | Hold |
1,800
| – | – | ﹤0.01% | 1057 |
|
|
2015
Q4 | $11K | Hold |
1,800
| – | – | ﹤0.01% | 1055 |
|
|
2015
Q3 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1051 |
|
|
2015
Q2 | $13K | Hold |
1,800
| – | – | ﹤0.01% | 1112 |
|
|
2015
Q1 | $12K | Hold |
1,800
| – | – | ﹤0.01% | 1153 |
|
|
2014
Q4 | $15K | Hold |
1,800
| – | – | ﹤0.01% | 1322 |
|
|
2014
Q3 | $15K | Hold |
1,800
| – | – | ﹤0.01% | 1365 |
|
|
2014
Q2 | $16K | Sell |
1,800
-1,504
| -46% | -$13.4K | ﹤0.01% | 1347 |
|
|
2014
Q1 | $25K | Hold |
3,304
| – | – | 0.01% | 1175 |
|
|
2013
Q4 | $24K | Hold |
3,304
| – | – | ﹤0.01% | 1280 |
|
|
2013
Q3 | $25K | Buy |
+3,304
| New | +$25K | ﹤0.01% | 1191 |
|