WFG Advisors’s Exco Resources XCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-290
| Closed | -$5K | – | 1770 |
|
|
2015
Q2 | $5K | Hold |
290
| – | – | ﹤0.01% | 1362 |
|
|
2015
Q1 | $8K | Sell |
290
-67
| -19% | -$1.85K | ﹤0.01% | 1273 |
|
|
2014
Q4 | $12K | Hold |
357
| – | – | ﹤0.01% | 1398 |
|
|
2014
Q3 | $18K | Buy |
357
+4
| +1% | +$202 | ﹤0.01% | 1318 |
|
|
2014
Q2 | $31K | Buy |
353
+3
| +0.9% | +$263 | 0.01% | 1099 |
|
|
2014
Q1 | $29K | Buy |
350
+2
| +0.6% | +$166 | 0.01% | 1111 |
|
|
2013
Q4 | $28K | Buy |
348
+53
| +18% | +$4.26K | ﹤0.01% | 1211 |
|
|
2013
Q3 | $30K | Sell |
295
-794
| -73% | -$80.7K | ﹤0.01% | 1111 |
|
|
2013
Q2 | $123K | Buy |
+1,089
| New | +$123K | 0.02% | 593 |
|