Institute for Wealth Management’s WABCO HOLDINGS INC. WBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,986
| Closed | -$268K | – | 442 |
|
|
2020
Q1 | $268K | Sell |
1,986
-106
| -5% | -$14.3K | 0.08% | 296 |
|
|
2019
Q4 | $283K | Hold |
2,092
| – | – | 0.06% | 356 |
|
|
2019
Q3 | $280K | Sell |
2,092
-119
| -5% | -$15.9K | 0.07% | 337 |
|
|
2019
Q2 | $293K | Hold |
2,211
| – | – | 0.06% | 361 |
|
|
2019
Q1 | $291K | Hold |
2,211
| – | – | 0.06% | 344 |
|
|
2018
Q4 | $237K | Buy |
+2,211
| New | +$237K | 0.1% | 222 |
|
|
2018
Q1 | – | Sell |
-2,395
| Closed | -$343K | – | 414 |
|
|
2017
Q4 | $343K | Buy |
+2,395
| New | +$343K | 0.08% | 282 |
|
|
2017
Q3 | – | Sell |
-2,451
| Closed | -$314K | – | 409 |
|
|
2017
Q2 | $314K | Buy |
+2,451
| New | +$314K | 0.09% | 302 |
|