IAA
Independent Advisor Alliance’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,311
| Closed | -$262K | – | 708 |
|
|
2021
Q3 | $262K | Sell |
2,311
-763
| -25% | -$86.5K | 0.01% | 522 |
|
|
2021
Q2 | $378K | Hold |
3,074
| – | – | 0.02% | 451 |
|
|
2021
Q1 | $371K | Hold |
3,074
| – | – | 0.02% | 437 |
|
|
2020
Q4 | $374K | Buy |
3,074
+43
| +1% | +$5.23K | 0.03% | 404 |
|
|
2020
Q3 | $243K | Hold |
3,031
| – | – | 0.02% | 422 |
|
|
2020
Q2 | $235K | Buy |
+3,031
| New | +$235K | 0.03% | 407 |
|
|
2020
Q1 | – | Sell |
-3,031
| Closed | -$359K | – | 856 |
|
|
2019
Q4 | $359K | Hold |
3,031
| – | – | 0.02% | 627 |
|
|
2019
Q3 | $327K | Buy |
+3,031
| New | +$327K | 0.04% | 317 |
|