WFG Advisors’s ROYAL BK SCOTLAND PLC RBS US LARGE CAP TRENDPILOT ETNS TRND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-220
| Closed | -$9K | – | 1823 |
|
|
2015
Q2 | $9K | Hold |
220
| – | – | ﹤0.01% | 1230 |
|
|
2015
Q1 | $9K | Sell |
220
-2,720
| -93% | -$111K | ﹤0.01% | 1249 |
|
|
2014
Q4 | $117K | Sell |
2,940
-5,380
| -65% | -$214K | 0.02% | 590 |
|
|
2014
Q3 | $325K | Buy |
8,320
+930
| +13% | +$36.3K | 0.06% | 342 |
|
|
2014
Q2 | $286K | Buy |
7,390
+4,605
| +165% | +$178K | 0.05% | 361 |
|
|
2014
Q1 | $103K | Buy |
+2,785
| New | +$103K | 0.02% | 631 |
|