WFG Advisors’s Tri Pointe Homes TPH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-4,014
| Closed | -$53K | – | 1669 |
|
2015
Q3 | $53K | Sell |
4,014
-2,469
| -38% | -$32.6K | 0.02% | 625 |
|
2015
Q2 | $99K | Hold |
6,483
| – | – | 0.03% | 532 |
|
2015
Q1 | $100K | Sell |
6,483
-913
| -12% | -$14.1K | 0.03% | 535 |
|
2014
Q4 | $113K | Buy |
7,396
+2,847
| +63% | +$43.5K | 0.02% | 597 |
|
2014
Q3 | $59K | Buy |
4,549
+1,542
| +51% | +$20K | 0.01% | 865 |
|
2014
Q2 | $47K | Buy |
+3,007
| New | +$47K | 0.01% | 940 |
|