WFG Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $578K | Sell |
6,161
-1,008
| -14% | -$94.6K | 0.13% | 184 |
|
|
2017
Q1 | $637K | Buy |
7,169
+114
| +2% | +$10.1K | 0.17% | 135 |
|
|
2016
Q4 | $550K | Sell |
7,055
-18,607
| -73% | -$1.45M | 0.13% | 192 |
|
|
2016
Q3 | $2.12M | Buy |
25,662
+974
| +4% | +$80.5K | 0.53% | 41 |
|
|
2016
Q2 | $1.83M | Buy |
24,688
+1,406
| +6% | +$104K | 0.49% | 43 |
|
|
2016
Q1 | $1.78M | Sell |
23,282
-710
| -3% | -$54.3K | 0.52% | 38 |
|
|
2015
Q4 | $1.86M | Buy |
23,992
+1,486
| +7% | +$115K | 0.56% | 35 |
|
|
2015
Q3 | $1.57M | Buy |
22,506
+4,800
| +27% | +$334K | 0.49% | 42 |
|
|
2015
Q2 | $1.19M | Buy |
17,706
+4,526
| +34% | +$304K | 0.33% | 65 |
|
|
2015
Q1 | $862K | Sell |
13,180
-1,476
| -10% | -$96.5K | 0.24% | 93 |
|
|
2014
Q4 | $961K | Sell |
14,656
-2,540
| -15% | -$167K | 0.19% | 116 |
|
|
2014
Q3 | $917K | Sell |
17,196
-1,332
| -7% | -$71K | 0.17% | 141 |
|
|
2014
Q2 | $976K | Buy |
18,528
+3,420
| +23% | +$180K | 0.18% | 135 |
|
|
2014
Q1 | $815K | Sell |
15,108
-16,680
| -52% | -$900K | 0.16% | 156 |
|
|
2013
Q4 | $1.77M | Buy |
31,788
+820
| +3% | +$45.7K | 0.25% | 96 |
|
|
2013
Q3 | $1.48M | Buy |
30,968
+1,312
| +4% | +$62.7K | 0.23% | 102 |
|
|
2013
Q2 | $1.36M | Buy |
+29,656
| New | +$1.36M | 0.23% | 111 |
|