WFG Advisors’s CVR Partners UAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-156
| Closed | -$21K | – | 2221 |
|
|
2014
Q3 | $21K | Buy |
156
+150
| +2,500% | +$20.2K | ﹤0.01% | 1260 |
|
|
2014
Q2 | $1K | Sell |
6
-12
| -67% | -$2K | ﹤0.01% | 1906 |
|
|
2014
Q1 | $4K | Sell |
18
-348
| -95% | -$77.3K | ﹤0.01% | 1678 |
|
|
2013
Q4 | $60K | Buy |
366
+201
| +122% | +$33K | 0.01% | 929 |
|
|
2013
Q3 | $29K | Buy |
165
+102
| +162% | +$17.9K | ﹤0.01% | 1123 |
|
|
2013
Q2 | $14K | Buy |
+63
| New | +$14K | ﹤0.01% | 1357 |
|