Concert Wealth Management’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-12,904
| Closed | -$807K | – | 931 |
|
|
2016
Q3 | $807K | Sell |
12,904
-142
| -1% | -$8.88K | 0.1% | 264 |
|
|
2016
Q2 | $752K | Buy |
13,046
+694
| +6% | +$40K | 0.1% | 258 |
|
|
2016
Q1 | $643K | Hold |
12,352
| – | – | 0.09% | 285 |
|
|
2015
Q4 | $613K | Hold |
12,352
| – | – | 0.08% | 316 |
|
|
2015
Q3 | $503K | Hold |
12,352
| – | – | 0.07% | 359 |
|
|
2015
Q2 | $679K | Hold |
12,352
| – | – | 0.09% | 296 |
|
|
2015
Q1 | $630K | Hold |
12,352
| – | – | 0.18% | 165 |
|
|
2014
Q4 | $608K | Hold |
12,352
| – | – | 0.09% | 281 |
|
|
2014
Q3 | $588K | Hold |
12,352
| – | – | 0.08% | 235 |
|
|
2014
Q2 | $619K | Hold |
12,352
| – | – | 0.08% | 230 |
|
|
2014
Q1 | $502K | Hold |
12,352
| – | – | 0.06% | 267 |
|
|
2013
Q4 | $563K | Hold |
12,352
| – | – | 0.07% | 238 |
|
|
2013
Q3 | $504K | Hold |
12,352
| – | – | 0.07% | 250 |
|
|
2013
Q2 | $494K | Buy |
+12,352
| New | +$494K | 0.07% | 227 |
|