WFG Advisors’s Zix Corporation ZIXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $5K | Hold |
910
| – | – | ﹤0.01% | 1301 |
|
|
2017
Q1 | $4K | Hold |
910
| – | – | ﹤0.01% | 1260 |
|
|
2016
Q4 | $4K | Sell |
910
-200
| -18% | -$879 | ﹤0.01% | 1323 |
|
|
2016
Q3 | $5K | Hold |
1,110
| – | – | ﹤0.01% | 1280 |
|
|
2016
Q2 | $4K | Hold |
1,110
| – | – | ﹤0.01% | 1293 |
|
|
2016
Q1 | $4K | Sell |
1,110
-200
| -15% | -$721 | ﹤0.01% | 1251 |
|
|
2015
Q4 | $7K | Hold |
1,310
| – | – | ﹤0.01% | 1167 |
|
|
2015
Q3 | $6K | Hold |
1,310
| – | – | ﹤0.01% | 1231 |
|
|
2015
Q2 | $7K | Hold |
1,310
| – | – | ﹤0.01% | 1281 |
|
|
2015
Q1 | $5K | Sell |
1,310
-1,000
| -43% | -$3.82K | ﹤0.01% | 1378 |
|
|
2014
Q4 | $8K | Hold |
2,310
| – | – | ﹤0.01% | 1528 |
|
|
2014
Q3 | $8K | Sell |
2,310
-100
| -4% | -$346 | ﹤0.01% | 1549 |
|
|
2014
Q2 | $8K | Hold |
2,410
| – | – | ﹤0.01% | 1548 |
|
|
2014
Q1 | $10K | Sell |
2,410
-417
| -15% | -$1.73K | ﹤0.01% | 1467 |
|
|
2013
Q4 | $13K | Buy |
2,827
+73
| +3% | +$336 | ﹤0.01% | 1506 |
|
|
2013
Q3 | $13K | Hold |
2,754
| – | – | ﹤0.01% | 1442 |
|
|
2013
Q2 | $12K | Buy |
+2,754
| New | +$12K | ﹤0.01% | 1403 |
|