WFG Advisors’s Wabtec WAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-150
| Closed | -$11K | – | 1691 |
|
|
2015
Q4 | $11K | Hold |
150
| – | – | ﹤0.01% | 1059 |
|
|
2015
Q3 | $13K | Sell |
150
-50
| -25% | -$4.33K | ﹤0.01% | 1032 |
|
|
2015
Q2 | $19K | Hold |
200
| – | – | 0.01% | 998 |
|
|
2015
Q1 | $19K | Sell |
200
-3
| -1% | -$285 | 0.01% | 1013 |
|
|
2014
Q4 | $18K | Buy |
203
+3
| +2% | +$266 | ﹤0.01% | 1260 |
|
|
2014
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 1348 |
|
|
2014
Q2 | $17K | Hold |
200
| – | – | ﹤0.01% | 1329 |
|
|
2014
Q1 | $16K | Sell |
200
-543
| -73% | -$43.4K | ﹤0.01% | 1330 |
|
|
2013
Q4 | $55K | Sell |
743
-3
| -0.4% | -$222 | 0.01% | 967 |
|
|
2013
Q3 | $47K | Buy |
746
+150
| +25% | +$9.45K | 0.01% | 954 |
|
|
2013
Q2 | $32K | Buy |
+596
| New | +$32K | 0.01% | 1049 |
|