Lyell Wealth Management’s Westport Fuel Systems WPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,450
| Closed | -$61.4K | – | 202 |
|
|
2023
Q1 | $61.4K | Hold |
6,450
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $50K | Hold |
6,450
| – | – | 0.01% | 186 |
|
|
2022
Q3 | $56K | Hold |
6,450
| – | – | 0.01% | 186 |
|
|
2022
Q2 | $65K | Hold |
6,450
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $102K | Hold |
6,450
| – | – | 0.01% | 195 |
|
|
2021
Q4 | $153K | Sell |
6,450
-40
| -0.6% | -$949 | 0.02% | 185 |
|
|
2021
Q3 | $214K | Hold |
6,490
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $345K | Sell |
6,490
-2,400
| -27% | -$128K | 0.04% | 158 |
|
|
2021
Q1 | $639K | Hold |
8,890
| – | – | 0.09% | 118 |
|
|
2020
Q4 | $474K | Buy |
8,890
+2,440
| +38% | +$130K | 0.08% | 116 |
|
|
2020
Q3 | $105K | Buy |
+6,450
| New | +$105K | 0.02% | 134 |
|