Berman Capital 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 | $23K | Buy |
205
+101
| +97% | +$11.3K | ﹤0.01% | 936 |
|
|
2021
Q2 | $12K | Hold |
104
| – | – | ﹤0.01% | 1097 |
|
|
2021
Q1 | $12K | Sell |
104
-7
| -6% | -$808 | ﹤0.01% | 983 |
|
|
2020
Q4 | $13K | Hold |
111
| – | – | ﹤0.01% | 837 |
|
|
2020
Q3 | $8K | Sell |
111
-34
| -23% | -$2.45K | ﹤0.01% | 899 |
|
|
2020
Q2 | $11K | Buy |
145
+46
| +46% | +$3.49K | ﹤0.01% | 743 |
|
|
2020
Q1 | $5K | Buy |
99
+27
| +38% | +$1.36K | ﹤0.01% | 908 |
|
|
2019
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 848 |
|
|
2019
Q3 | $7K | Buy |
72
+2
| +3% | +$194 | ﹤0.01% | 858 |
|
|
2019
Q2 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 878 |
|