WFG Advisors’s 180 Degree Capital TURN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-1,704
| Closed | -$16K | – | 1795 |
|
2015
Q1 | $16K | Hold |
1,704
| – | – | ﹤0.01% | 1058 |
|
2014
Q4 | $15K | Sell |
1,704
-401
| -19% | -$3.53K | ﹤0.01% | 1323 |
|
2014
Q3 | $19K | Hold |
2,105
| – | – | ﹤0.01% | 1294 |
|
2014
Q2 | $20K | Hold |
2,105
| – | – | ﹤0.01% | 1276 |
|
2014
Q1 | $22K | Buy |
2,105
+1,338
| +174% | +$14K | ﹤0.01% | 1216 |
|
2013
Q4 | $7K | Sell |
767
-733
| -49% | -$6.69K | ﹤0.01% | 1679 |
|
2013
Q3 | $14K | Hold |
1,500
| – | – | ﹤0.01% | 1411 |
|
2013
Q2 | $14K | Buy |
+1,500
| New | +$14K | ﹤0.01% | 1356 |
|