WFG Advisors’s Transmontaigne TLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-256
| Closed | -$11K | – | 2169 |
|
|
2014
Q2 | $11K | Buy |
256
+3
| +1% | +$129 | ﹤0.01% | 1457 |
|
|
2014
Q1 | $11K | Buy |
253
+4
| +2% | +$174 | ﹤0.01% | 1442 |
|
|
2013
Q4 | $11K | Sell |
249
-751
| -75% | -$33.2K | ﹤0.01% | 1558 |
|
|
2013
Q3 | $41K | Buy |
1,000
+8
| +0.8% | +$328 | 0.01% | 1004 |
|
|
2013
Q2 | $42K | Buy |
+992
| New | +$42K | 0.01% | 954 |
|