WFG Advisors’s AMERICAN MUNI INCM PTFL INC XAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-1,898
| Closed | -$28K | – | 2334 |
|
|
2014
Q3 | $28K | Buy |
1,898
+31
| +2% | +$457 | 0.01% | 1150 |
|
|
2014
Q2 | $27K | Buy |
1,867
+31
| +2% | +$448 | 0.01% | 1152 |
|
|
2014
Q1 | $26K | Buy |
1,836
+32
| +2% | +$453 | 0.01% | 1163 |
|
|
2013
Q4 | $23K | Sell |
1,804
-1,293
| -42% | -$16.5K | ﹤0.01% | 1309 |
|
|
2013
Q3 | $44K | Buy |
3,097
+31
| +1% | +$440 | 0.01% | 983 |
|
|
2013
Q2 | $45K | Buy |
+3,066
| New | +$45K | 0.01% | 930 |
|