Cerity Partners OCIO’s WesBanco WSBC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $594K | Buy |
16,070
+3
| +0% | +$111 | 0.02% | 300 |
|
2022
Q3 | $536K | Buy |
16,067
+2
| +0% | +$67 | 0.02% | 309 |
|
2022
Q2 | $509K | Buy |
16,065
+3
| +0% | +$95 | 0.02% | 300 |
|
2022
Q1 | $552K | Buy |
16,062
+3
| +0% | +$103 | 0.02% | 304 |
|
2021
Q4 | $562K | Buy |
16,059
+110
| +0.7% | +$3.85K | 0.02% | 302 |
|
2021
Q3 | $544K | Buy |
15,949
+2,702
| +20% | +$92.2K | 0.02% | 299 |
|
2021
Q2 | $472K | Sell |
13,247
-496
| -4% | -$17.7K | 0.02% | 302 |
|
2021
Q1 | $496K | Sell |
13,743
-353
| -3% | -$12.7K | 0.02% | 282 |
|
2020
Q4 | $422K | Buy |
14,096
+2,320
| +20% | +$69.5K | 0.02% | 279 |
|
2020
Q3 | $252K | Buy |
11,776
+210
| +2% | +$4.49K | 0.01% | 314 |
|
2020
Q2 | $235K | Sell |
11,566
-979
| -8% | -$19.9K | 0.01% | 302 |
|
2020
Q1 | $297K | Buy |
12,545
+1,088
| +9% | +$25.8K | 0.02% | 250 |
|
2019
Q4 | $395K | Hold |
11,457
| – | – | 0.02% | 241 |
|
2019
Q3 | $428K | Buy |
11,457
+361
| +3% | +$13.5K | 0.02% | 219 |
|
2019
Q2 | $428K | Buy |
11,096
+226
| +2% | +$8.72K | 0.02% | 210 |
|
2019
Q1 | $432K | Sell |
10,870
-452
| -4% | -$18K | 0.02% | 211 |
|
2018
Q4 | $415K | Sell |
11,322
-121
| -1% | -$4.44K | 0.03% | 227 |
|
2018
Q3 | $510K | Buy |
11,443
+453
| +4% | +$20.2K | 0.03% | 194 |
|
2018
Q2 | $495K | Sell |
10,990
-23
| -0.2% | -$1.04K | 0.03% | 183 |
|
2018
Q1 | $466K | Buy |
11,013
+934
| +9% | +$39.5K | 0.03% | 182 |
|
2017
Q4 | $410K | Buy |
10,079
+5
| +0% | +$203 | 0.03% | 201 |
|
2017
Q3 | $413K | Buy |
10,074
+5
| +0% | +$205 | 0.03% | 188 |
|
2017
Q2 | $398K | Buy |
10,069
+5
| +0% | +$198 | 0.03% | 192 |
|
2017
Q1 | $384K | Buy |
10,064
+4
| +0% | +$153 | 0.03% | 183 |
|
2016
Q4 | $433K | Buy |
10,060
+1,042
| +12% | +$44.9K | 0.04% | 168 |
|
2016
Q3 | $297K | Buy |
+9,018
| New | +$297K | 0.03% | 175 |
|