Coldstream Capital Management’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $315K | Buy |
1,286
+122
| +10% | +$29.9K | 0.01% | 860 |
|
2025
Q1 | $212K | Buy |
+1,164
| New | +$212K | ﹤0.01% | 979 |
|
2022
Q1 | – | Sell |
-2,637
| Closed | -$289K | – | 877 |
|
2021
Q4 | $289K | Buy |
+2,637
| New | +$289K | 0.01% | 631 |
|
2021
Q3 | – | Sell |
-1,864
| Closed | -$229K | – | 551 |
|
2021
Q2 | $229K | Buy |
1,864
+53
| +3% | +$6.51K | 0.01% | 476 |
|
2021
Q1 | $218K | Buy |
1,811
+8
| +0.4% | +$963 | 0.01% | 405 |
|
2020
Q4 | $219K | Buy |
+1,803
| New | +$219K | 0.01% | 370 |
|