WFG Advisors’s Teekay Offshore Partners L.P. TOO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $1K | Hold |
501
| – | – | ﹤0.01% | 1519 |
|
2017
Q1 | $3K | Hold |
501
| – | – | ﹤0.01% | 1305 |
|
2016
Q4 | $3K | Hold |
501
| – | – | ﹤0.01% | 1380 |
|
2016
Q3 | $3K | Hold |
501
| – | – | ﹤0.01% | 1366 |
|
2016
Q2 | $3K | Buy |
+501
| New | +$3K | ﹤0.01% | 1344 |
|
2015
Q1 | – | Sell |
-300
| Closed | -$8K | – | 2131 |
|
2014
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 1530 |
|
2014
Q3 | $10K | Sell |
300
-100
| -25% | -$3.33K | ﹤0.01% | 1495 |
|
2014
Q2 | $14K | Hold |
400
| – | – | ﹤0.01% | 1388 |
|
2014
Q1 | $13K | Hold |
400
| – | – | ﹤0.01% | 1397 |
|
2013
Q4 | $13K | Buy |
400
+100
| +33% | +$3.25K | ﹤0.01% | 1508 |
|
2013
Q3 | $10K | Hold |
300
| – | – | ﹤0.01% | 1534 |
|
2013
Q2 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 1466 |
|