CAPTRUST Financial Advisors’s Weis Markets WMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-970
| Closed | -$72K | – | 4072 |
|
|
2022
Q2 | $72K | Buy |
970
+274
| +39% | +$20.3K | ﹤0.01% | 2462 |
|
|
2022
Q1 | $50K | Buy |
696
+305
| +78% | +$21.9K | ﹤0.01% | 2779 |
|
|
2021
Q4 | $26K | Buy |
391
+38
| +11% | +$2.53K | ﹤0.01% | 3125 |
|
|
2021
Q3 | $19K | Sell |
353
-9
| -2% | -$484 | ﹤0.01% | 3209 |
|
|
2021
Q2 | $19K | Sell |
362
-250
| -41% | -$13.1K | ﹤0.01% | 3153 |
|
|
2021
Q1 | $35K | Buy |
+612
| New | +$35K | ﹤0.01% | 2665 |
|