WFG Advisors’s Crossroads Capital, Inc XRDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-32,477
| Closed | -$74K | – | 1740 |
|
|
2017
Q1 | $74K | Hold |
32,477
| – | – | 0.02% | 565 |
|
|
2016
Q4 | $69K | Sell |
32,477
-2,304
| -7% | -$4.9K | 0.02% | 642 |
|
|
2016
Q3 | $63K | Buy |
34,781
+2,821
| +9% | +$5.11K | 0.02% | 648 |
|
|
2016
Q2 | $66K | Sell |
31,960
-3,876
| -11% | -$8K | 0.02% | 620 |
|
|
2016
Q1 | $94K | Buy |
35,836
+1,867
| +5% | +$4.9K | 0.03% | 485 |
|
|
2015
Q4 | $109K | Sell |
33,969
-10,981
| -24% | -$35.2K | 0.03% | 449 |
|
|
2015
Q3 | $211K | Sell |
44,950
-6,242
| -12% | -$29.3K | 0.07% | 279 |
|
|
2015
Q2 | $230K | Sell |
51,192
-16,883
| -25% | -$75.9K | 0.06% | 307 |
|
|
2015
Q1 | $342K | Sell |
68,075
-9,555
| -12% | -$48K | 0.1% | 233 |
|
|
2014
Q4 | $380K | Sell |
77,630
-1,130
| -1% | -$5.53K | 0.08% | 288 |
|
|
2014
Q3 | $413K | Buy |
+78,760
| New | +$413K | 0.08% | 295 |
|
|
2014
Q2 | – | Sell |
-94,658
| Closed | -$578K | – | 2103 |
|
|
2014
Q1 | $578K | Sell |
94,658
-20,391
| -18% | -$125K | 0.12% | 208 |
|
|
2013
Q4 | $708K | Buy |
115,049
+20,455
| +22% | +$126K | 0.1% | 233 |
|
|
2013
Q3 | $703K | Sell |
94,594
-7,223
| -7% | -$53.7K | 0.11% | 215 |
|
|
2013
Q2 | $690K | Buy |
+101,817
| New | +$690K | 0.11% | 205 |
|