WFG Advisors’s UNITED TECHNOLOGIES CORP CORP UNIT (DE) UTX.PRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-316
| Closed | -$19K | – | 2207 |
|
|
2014
Q4 | $19K | Buy |
316
+2
| +0.6% | +$120 | ﹤0.01% | 1247 |
|
|
2014
Q3 | $18K | Buy |
314
+2
| +0.6% | +$115 | ﹤0.01% | 1319 |
|
|
2014
Q2 | $20K | Sell |
312
-199
| -39% | -$12.8K | ﹤0.01% | 1284 |
|
|
2014
Q1 | $34K | Sell |
511
-98
| -16% | -$6.52K | 0.01% | 1055 |
|
|
2013
Q4 | $40K | Buy |
609
+202
| +50% | +$13.3K | 0.01% | 1089 |
|
|
2013
Q3 | $26K | Buy |
407
+1
| +0.2% | +$64 | ﹤0.01% | 1177 |
|
|
2013
Q2 | $24K | Buy |
+406
| New | +$24K | ﹤0.01% | 1152 |
|