Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-1,286
| Closed | -$29K | – | 1322 |
|
|
2016
Q2 | $29K | Hold |
1,286
| – | – | 0.01% | 517 |
|
|
2016
Q1 | $28K | Hold |
1,286
| – | – | 0.01% | 486 |
|
|
2015
Q4 | $26K | Hold |
1,286
| – | – | 0.01% | 528 |
|
|
2015
Q3 | $21K | Hold |
1,286
| – | – | 0.01% | 573 |
|
|
2015
Q2 | $24K | Buy |
1,286
+519
| +68% | +$9.69K | 0.01% | 561 |
|
|
2015
Q1 | $14K | Buy |
+767
| New | +$14K | 0.01% | 685 |
|