WA
UDF
WFG Advisors’s UNITED DEV FDG IV COM SHS OF BENE INT (TX) UDF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-144,412
| Closed | -$462K | – | 1866 |
|
|
2016
Q3 | $462K | Buy |
144,412
+2,654
| +2% | +$8.49K | 0.12% | 188 |
|
|
2016
Q2 | $454K | Sell |
141,758
-6,626
| -4% | -$21.2K | 0.12% | 179 |
|
|
2016
Q1 | $475K | Sell |
148,384
-1,480
| -1% | -$4.74K | 0.14% | 169 |
|
|
2015
Q4 | $1.65M | Buy |
149,864
+10,233
| +7% | +$113K | 0.49% | 43 |
|
|
2015
Q3 | $2.46M | Buy |
139,631
+42,393
| +44% | +$746K | 0.77% | 23 |
|
|
2015
Q2 | $1.7M | Buy |
97,238
+2,267
| +2% | +$39.6K | 0.47% | 38 |
|
|
2015
Q1 | $1.66M | Sell |
94,971
-11,862
| -11% | -$208K | 0.46% | 35 |
|
|
2014
Q4 | $1.96M | Buy |
+106,833
| New | +$1.96M | 0.4% | 46 |
|