WFG Advisors’s US Commodity Index USCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-200
| Closed | -$8K | – | 1661 |
|
|
2016
Q4 | $8K | Sell |
200
-250
| -56% | -$10K | ﹤0.01% | 1175 |
|
|
2016
Q3 | $19K | Hold |
450
| – | – | ﹤0.01% | 960 |
|
|
2016
Q2 | $19K | Buy |
+450
| New | +$19K | 0.01% | 931 |
|
|
2015
Q4 | – | Sell |
-356
| Closed | -$15K | – | 1671 |
|
|
2015
Q3 | $15K | Sell |
356
-300
| -46% | -$12.6K | ﹤0.01% | 983 |
|
|
2015
Q2 | $31K | Sell |
656
-200
| -23% | -$9.45K | 0.01% | 855 |
|
|
2015
Q1 | $38K | Hold |
856
| – | – | 0.01% | 804 |
|
|
2014
Q4 | $41K | Sell |
856
-1,745
| -67% | -$83.6K | 0.01% | 958 |
|
|
2014
Q3 | $143K | Sell |
2,601
-350
| -12% | -$19.2K | 0.03% | 538 |
|
|
2014
Q2 | $179K | Sell |
2,951
-100
| -3% | -$6.07K | 0.03% | 474 |
|
|
2014
Q1 | $179K | Sell |
3,051
-600
| -16% | -$35.2K | 0.04% | 462 |
|
|
2013
Q4 | $205K | Buy |
3,651
+735
| +25% | +$41.3K | 0.03% | 509 |
|
|
2013
Q3 | $163K | Buy |
2,916
+120
| +4% | +$6.71K | 0.03% | 546 |
|
|
2013
Q2 | $150K | Buy |
+2,796
| New | +$150K | 0.02% | 538 |
|