Genovese Burford & Brothers Wealth & Retirement Plan Management’s Willis Lease Finance WLFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-350
| Closed | -$8K | – | 462 |
|
|
2017
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 303 |
|
|
2017
Q2 | $9K | Hold |
350
| – | – | ﹤0.01% | 283 |
|
|
2017
Q1 | $8K | Hold |
350
| – | – | ﹤0.01% | 320 |
|
|
2016
Q4 | $9K | Hold |
350
| – | – | ﹤0.01% | 336 |
|
|
2016
Q3 | $8K | Hold |
350
| – | – | ﹤0.01% | 319 |
|
|
2016
Q2 | $7K | Hold |
350
| – | – | ﹤0.01% | 300 |
|
|
2016
Q1 | $7K | Hold |
350
| – | – | ﹤0.01% | 294 |
|
|
2015
Q4 | $7K | Buy |
+350
| New | +$7K | ﹤0.01% | 282 |
|