Bruderman Asset Management’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,982
| Closed | -$97K | – | 321 |
|
|
2017
Q2 | $97K | Buy |
+1,982
| New | +$97K | 0.03% | 161 |
|
|
2017
Q1 | – | Sell |
-2,515
| Closed | -$168K | – | 320 |
|
|
2016
Q4 | $168K | Buy |
2,515
+9
| +0.4% | +$601 | 0.05% | 122 |
|
|
2016
Q3 | $133K | Buy |
2,506
+10
| +0.4% | +$531 | 0.04% | 141 |
|
|
2016
Q2 | $126K | Buy |
2,496
+1,211
| +94% | +$61.1K | 0.04% | 142 |
|
|
2016
Q1 | $58K | Buy |
1,285
+444
| +53% | +$20K | 0.02% | 186 |
|
|
2015
Q4 | $37K | Sell |
841
-1,095
| -57% | -$48.2K | 0.01% | 237 |
|
|
2015
Q3 | $81K | Sell |
1,936
-1,082
| -36% | -$45.3K | 0.03% | 169 |
|
|
2015
Q2 | $127K | Sell |
3,018
-172
| -5% | -$7.24K | 0.05% | 137 |
|
|
2015
Q1 | $159K | Buy |
+3,190
| New | +$159K | 0.06% | 126 |
|