WFG Advisors’s Texas Pacific Land TPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $171K | Buy |
1,746
+426
| +32% | +$41.7K | 0.04% | 405 |
|
2017
Q1 | $123K | Sell |
1,320
-426
| -24% | -$39.7K | 0.03% | 440 |
|
2016
Q4 | $173K | Hold |
1,746
| – | – | 0.04% | 413 |
|
2016
Q3 | $139K | Hold |
1,746
| – | – | 0.03% | 450 |
|
2016
Q2 | $98K | Hold |
1,746
| – | – | 0.03% | 502 |
|
2016
Q1 | $85K | Sell |
1,746
-300
| -15% | -$14.6K | 0.02% | 518 |
|
2015
Q4 | $89K | Buy |
2,046
+435
| +27% | +$18.9K | 0.03% | 500 |
|
2015
Q3 | $75K | Buy |
1,611
+1,014
| +170% | +$47.2K | 0.02% | 530 |
|
2015
Q2 | $30K | Hold |
597
| – | – | 0.01% | 872 |
|
2015
Q1 | $29K | Sell |
597
-114
| -16% | -$5.54K | 0.01% | 890 |
|
2014
Q4 | $28K | Buy |
711
+24
| +3% | +$945 | 0.01% | 1107 |
|
2014
Q3 | $44K | Hold |
687
| – | – | 0.01% | 979 |
|
2014
Q2 | $37K | Buy |
687
+42
| +7% | +$2.26K | 0.01% | 1031 |
|
2014
Q1 | $28K | Buy |
645
+48
| +8% | +$2.08K | 0.01% | 1128 |
|
2013
Q4 | $20K | Hold |
597
| – | – | ﹤0.01% | 1349 |
|
2013
Q3 | $17K | Sell |
597
-60
| -9% | -$1.71K | ﹤0.01% | 1340 |
|
2013
Q2 | $18K | Buy |
+657
| New | +$18K | ﹤0.01% | 1254 |
|