AE Wealth Management’s Woodside Energy WDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,957
| Closed | -$206K | – | 1985 |
|
|
2023
Q4 | $206K | Buy |
+9,957
| New | +$206K | ﹤0.01% | 1876 |
|
|
2023
Q3 | – | Sell |
-25,053
| Closed | -$581K | – | 2076 |
|
|
2023
Q2 | $581K | Sell |
25,053
-12,142
| -33% | -$282K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $834K | Buy |
37,195
+1,577
| +4% | +$35.4K | 0.01% | 1113 |
|
|
2022
Q4 | $862K | Buy |
+35,618
| New | +$862K | 0.01% | 1044 |
|
|
2022
Q3 | – | Sell |
-20,820
| Closed | -$449K | – | 1884 |
|
|
2022
Q2 | $449K | Buy |
+20,820
| New | +$449K | ﹤0.01% | 1251 |
|