Jacobi Capital Management’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-315
| Closed | -$36K | – | 1326 |
|
2021
Q3 | $36K | Sell |
315
-60
| -16% | -$6.86K | ﹤0.01% | 734 |
|
2021
Q2 | $39K | Sell |
375
-30
| -7% | -$3.12K | 0.01% | 689 |
|
2021
Q1 | $35K | Sell |
405
-20
| -5% | -$1.73K | 0.01% | 665 |
|
2020
Q4 | $33K | Hold |
425
| – | – | 0.01% | 623 |
|
2020
Q3 | $19K | Hold |
425
| – | – | ﹤0.01% | 692 |
|
2020
Q2 | $15K | Sell |
425
-25
| -6% | -$882 | ﹤0.01% | 704 |
|
2020
Q1 | $10K | Buy |
+450
| New | +$10K | ﹤0.01% | 713 |
|