WFG Advisors’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,800
| Closed | -$119K | – | 2086 |
|
|
2014
Q4 | $119K | Hold |
4,800
| – | – | 0.02% | 585 |
|
|
2014
Q3 | $132K | Hold |
4,800
| – | – | 0.03% | 564 |
|
|
2014
Q2 | $97K | Buy |
4,800
+1,000
| +26% | +$20.2K | 0.02% | 672 |
|
|
2014
Q1 | $78K | Buy |
3,800
+800
| +27% | +$16.4K | 0.02% | 733 |
|
|
2013
Q4 | $99K | Buy |
+3,000
| New | +$99K | 0.01% | 743 |
|
|
2013
Q3 | – | Sell |
-46
| Closed | -$2K | – | 2267 |
|
|
2013
Q2 | $2K | Buy |
+46
| New | +$2K | ﹤0.01% | 1875 |
|