WFG Advisors’s XL Group Ltd. XL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,350
| Closed | -$53K | – | 1788 |
|
|
2015
Q4 | $53K | Hold |
1,350
| – | – | 0.02% | 646 |
|
|
2015
Q3 | $49K | Hold |
1,350
| – | – | 0.02% | 649 |
|
|
2015
Q2 | $50K | Buy |
+1,350
| New | +$50K | 0.01% | 731 |
|
|
2014
Q2 | – | Sell |
-150
| Closed | -$5K | – | 2150 |
|
|
2014
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 1638 |
|
|
2013
Q4 | $5K | Hold |
150
| – | – | ﹤0.01% | 1782 |
|
|
2013
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1766 |
|
|
2013
Q2 | $5K | Buy |
+150
| New | +$5K | ﹤0.01% | 1696 |
|