WFG Advisors’s Ultra Petroleum Corp. Common Stock UPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1708 |
|
|
2016
Q2 | – | Sell |
-4,014
| Closed | -$2K | – | 1736 |
|
|
2016
Q1 | $2K | Hold |
4,014
| – | – | ﹤0.01% | 1365 |
|
|
2015
Q4 | $10K | Hold |
4,014
| – | – | ﹤0.01% | 1093 |
|
|
2015
Q3 | $26K | Hold |
4,014
| – | – | 0.01% | 824 |
|
|
2015
Q2 | $50K | Sell |
4,014
-23
| -0.6% | -$286 | 0.01% | 729 |
|
|
2015
Q1 | $63K | Hold |
4,037
| – | – | 0.02% | 671 |
|
|
2014
Q4 | $53K | Buy |
4,037
+1,785
| +79% | +$23.4K | 0.01% | 865 |
|
|
2014
Q3 | $52K | Buy |
2,252
+23
| +1% | +$531 | 0.01% | 908 |
|
|
2014
Q2 | $66K | Hold |
2,229
| – | – | 0.01% | 809 |
|
|
2014
Q1 | $60K | Sell |
2,229
-967
| -30% | -$26K | 0.01% | 839 |
|
|
2013
Q4 | $69K | Buy |
3,196
+1,800
| +129% | +$38.9K | 0.01% | 882 |
|
|
2013
Q3 | $29K | Hold |
1,396
| – | – | ﹤0.01% | 1125 |
|
|
2013
Q2 | $28K | Buy |
+1,396
| New | +$28K | ﹤0.01% | 1093 |
|