Clearstead Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.3K | Buy |
356
+285
| +401% | +$69.9K | ﹤0.01% | 1102 |
|
|
2025
Q1 | $13K | Buy |
71
+9
| +15% | +$1.64K | ﹤0.01% | 1540 |
|
|
2024
Q4 | $10.3K | Sell |
62
-22
| -26% | -$3.66K | ﹤0.01% | 1557 |
|
|
2024
Q3 | $14.4K | Sell |
84
-34
| -29% | -$5.83K | ﹤0.01% | 1507 |
|
|
2024
Q2 | $20.6K | Buy |
+118
| New | +$20.6K | ﹤0.01% | 1372 |
|
|
2021
Q4 | – | Sell |
-103
| Closed | -$12K | – | 1443 |
|
|
2021
Q3 | $12K | Buy |
+103
| New | +$12K | ﹤0.01% | 921 |
|
|
2020
Q2 | – | Sell |
-31
| Closed | -$2K | – | 843 |
|
|
2020
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 738 |
|