1834 Investment Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-310
| Closed | -$38K | – | 527 |
|
|
2021
Q2 | $38K | Sell |
310
-378
| -55% | -$46.3K | ﹤0.01% | 292 |
|
|
2021
Q1 | $83K | Sell |
688
-120
| -15% | -$14.5K | 0.01% | 244 |
|
|
2020
Q4 | $98K | Sell |
808
-202
| -20% | -$24.5K | 0.01% | 233 |
|
|
2020
Q3 | $81K | Hold |
1,010
| – | – | 0.01% | 238 |
|
|
2020
Q2 | $78K | Hold |
1,010
| – | – | 0.01% | 223 |
|
|
2020
Q1 | $60K | Sell |
1,010
-135
| -12% | -$8.02K | 0.01% | 241 |
|
|
2019
Q4 | $136K | Sell |
1,145
-290
| -20% | -$34.4K | 0.02% | 220 |
|
|
2019
Q3 | $155K | Sell |
1,435
-507
| -26% | -$54.8K | 0.02% | 216 |
|
|
2019
Q2 | $220K | Sell |
1,942
-735
| -27% | -$83.3K | 0.03% | 183 |
|
|
2019
Q1 | $254K | Hold |
2,677
| – | – | 0.04% | 171 |
|
|
2018
Q4 | $199K | Sell |
2,677
-1,376
| -34% | -$102K | 0.03% | 176 |
|
|
2018
Q3 | $328K | Hold |
4,053
| – | – | 0.05% | 154 |
|
|
2018
Q2 | $312K | Hold |
4,053
| – | – | 0.05% | 149 |
|
|
2018
Q1 | $290K | Sell |
4,053
-7,060
| -64% | -$505K | 0.05% | 152 |
|
|
2017
Q4 | $851K | Buy |
+11,113
| New | +$851K | 0.13% | 106 |
|