Destination Wealth Management’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-300
| Closed | -$6K | – | 513 |
|
|
2019
Q2 | $6K | Hold |
300
| – | – | ﹤0.01% | 476 |
|
|
2019
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 535 |
|
|
2018
Q4 | $12K | Hold |
300
| – | – | ﹤0.01% | 392 |
|
|
2018
Q3 | $22K | Hold |
300
| – | – | ﹤0.01% | 392 |
|
|
2018
Q2 | $30K | Buy |
+300
| New | +$30K | ﹤0.01% | 309 |
|