Choate Investment Advisors’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 |
-37,909
| Closed | -$800K | – | 433 |
|
|
2023
Q4 | $800K | Buy |
37,909
+11,223
| +42% | +$237K | 0.02% | 209 |
|
|
2023
Q3 | $622K | Hold |
26,686
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $619K | Buy |
26,686
+11,558
| +76% | +$268K | 0.03% | 187 |
|
|
2023
Q1 | $339K | Hold |
15,128
| – | – | 0.02% | 216 |
|
|
2022
Q4 | $366K | Buy |
+15,128
| New | +$366K | 0.02% | 207 |
|