WFG Advisors’s Teekay TK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $70K | Buy |
10,539
+1,408
| +15% | +$9.35K | 0.02% | 622 |
|
|
2017
Q1 | $84K | Sell |
9,131
-654
| -7% | -$6.02K | 0.02% | 536 |
|
|
2016
Q4 | $79K | Sell |
9,785
-3,705
| -27% | -$29.9K | 0.02% | 598 |
|
|
2016
Q3 | $104K | Sell |
13,490
-231
| -2% | -$1.78K | 0.03% | 508 |
|
|
2016
Q2 | $98K | Buy |
+13,721
| New | +$98K | 0.03% | 501 |
|
|
2016
Q1 | – | Sell |
-199
| Closed | -$2K | – | 1676 |
|
|
2015
Q4 | $2K | Hold |
199
| – | – | ﹤0.01% | 1383 |
|
|
2015
Q3 | $6K | Hold |
199
| – | – | ﹤0.01% | 1223 |
|
|
2015
Q2 | $9K | Hold |
199
| – | – | ﹤0.01% | 1219 |
|
|
2015
Q1 | $9K | Buy |
+199
| New | +$9K | ﹤0.01% | 1240 |
|