Lido Advisors’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-3,614
| Closed | -$647K | – | 1129 |
|
2023
Q2 | $647K | Buy |
3,614
+1,035
| +40% | +$185K | ﹤0.01% | 591 |
|
2023
Q1 | $399K | Sell |
2,579
-1,309
| -34% | -$202K | ﹤0.01% | 702 |
|
2022
Q4 | $487K | Sell |
3,888
-186
| -5% | -$23.3K | 0.01% | 536 |
|
2022
Q3 | $486K | Sell |
4,074
-82
| -2% | -$9.78K | 0.01% | 491 |
|
2022
Q2 | $445K | Sell |
4,156
-245
| -6% | -$26.2K | 0.01% | 510 |
|
2022
Q1 | $572K | Buy |
4,401
+296
| +7% | +$38.5K | 0.01% | 500 |
|
2021
Q4 | $540K | Buy |
4,105
+1,391
| +51% | +$183K | 0.01% | 519 |
|
2021
Q3 | $312K | Buy |
+2,714
| New | +$312K | ﹤0.01% | 647 |
|