Hillsdale Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-2,400
| Closed | -$357K | – | 691 |
|
2024
Q3 | $357K | Sell |
2,400
-200
| -8% | -$29.8K | 0.03% | 358 |
|
2024
Q2 | $180K | Buy |
2,600
+300
| +13% | +$20.8K | 0.01% | 391 |
|
2024
Q1 | $114K | Buy |
+2,300
| New | +$114K | 0.01% | 418 |
|
2020
Q4 | – | Sell |
-5,933
| Closed | -$109K | – | 663 |
|
2020
Q3 | $109K | Sell |
5,933
-19,267
| -76% | -$354K | 0.01% | 405 |
|
2020
Q2 | $613K | Sell |
25,200
-730
| -3% | -$17.8K | 0.06% | 286 |
|
2020
Q1 | $689K | Buy |
25,930
+130
| +0.5% | +$3.45K | 0.08% | 218 |
|
2019
Q4 | $1.52M | Buy |
25,800
+300
| +1% | +$17.7K | 0.13% | 168 |
|
2019
Q3 | $1.41M | Buy |
25,500
+2,550
| +11% | +$141K | 0.12% | 167 |
|
2019
Q2 | $1.34M | Buy |
22,950
+450
| +2% | +$26.2K | 0.13% | 158 |
|
2019
Q1 | $954K | Sell |
22,500
-2,550
| -10% | -$108K | 0.09% | 157 |
|
2018
Q4 | $867K | Buy |
25,050
+24,500
| +4,455% | +$848K | 0.1% | 162 |
|
2018
Q3 | $19K | Buy |
+550
| New | +$19K | ﹤0.01% | 325 |
|