Advisory Research’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-38,996
| Closed | -$341K | – | 331 |
|
|
2023
Q4 | $341K | Sell |
38,996
-231,367
| -86% | -$2.02M | 0.05% | 279 |
|
|
2023
Q3 | $2.99M | Buy |
+270,363
| New | +$2.99M | 0.42% | 61 |
|
|
2019
Q1 | – | Sell |
-16,106
| Closed | -$621K | – | 384 |
|
|
2018
Q4 | $621K | Buy |
16,106
+3,061
| +23% | +$118K | 0.01% | 276 |
|
|
2018
Q3 | $939K | Sell |
13,045
-12,856
| -50% | -$925K | 0.02% | 263 |
|
|
2018
Q2 | $2.62M | Buy |
+25,901
| New | +$2.62M | 0.04% | 189 |
|