WFG Advisors’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,183
| Closed | -$173K | – | 1674 |
|
|
2017
Q1 | $173K | Sell |
6,183
-1,630
| -21% | -$45.6K | 0.05% | 363 |
|
|
2016
Q4 | $194K | Hold |
7,813
| – | – | 0.05% | 394 |
|
|
2016
Q3 | $154K | Hold |
7,813
| – | – | 0.04% | 428 |
|
|
2016
Q2 | $133K | Hold |
7,813
| – | – | 0.04% | 434 |
|
|
2016
Q1 | $143K | Buy |
7,813
+489
| +7% | +$8.95K | 0.04% | 400 |
|
|
2015
Q4 | $110K | Hold |
7,324
| – | – | 0.03% | 443 |
|
|
2015
Q3 | $102K | Hold |
7,324
| – | – | 0.03% | 464 |
|
|
2015
Q2 | $135K | Buy |
7,324
+445
| +6% | +$8.2K | 0.04% | 454 |
|
|
2015
Q1 | $125K | Sell |
6,879
-81
| -1% | -$1.47K | 0.03% | 465 |
|
|
2014
Q4 | $124K | Buy |
6,960
+2,608
| +60% | +$46.5K | 0.03% | 575 |
|
|
2014
Q3 | $89K | Buy |
4,352
+4,075
| +1,471% | +$83.3K | 0.02% | 707 |
|
|
2014
Q2 | $6K | Sell |
277
-29
| -9% | -$628 | ﹤0.01% | 1615 |
|
|
2014
Q1 | $7K | Buy |
306
+94
| +44% | +$2.15K | ﹤0.01% | 1551 |
|
|
2013
Q4 | $4K | Hold |
212
| – | – | ﹤0.01% | 1823 |
|
|
2013
Q3 | $5K | Buy |
212
+29
| +16% | +$684 | ﹤0.01% | 1754 |
|
|
2013
Q2 | $4K | Buy |
+183
| New | +$4K | ﹤0.01% | 1740 |
|