Mark Sheptoff Financial Planning’s Wabtec WAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4
| Closed | – | – | 480 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 437 |
|
|
2021
Q1 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 370 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 348 |
|
|
2020
Q3 | $1K | Sell |
9
-8
| -47% | -$889 | ﹤0.01% | 321 |
|
|
2020
Q2 | $1K | Sell |
17
-2
| -11% | -$118 | ﹤0.01% | 349 |
|
|
2020
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 331 |
|
|
2019
Q4 | $1K | Sell |
19
-5
| -21% | -$263 | ﹤0.01% | 356 |
|
|
2019
Q3 | $2K | Sell |
24
-37
| -61% | -$3.08K | ﹤0.01% | 339 |
|
|
2019
Q2 | $4K | Sell |
61
-26
| -30% | -$1.71K | ﹤0.01% | 304 |
|
|
2019
Q1 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 291 |
|
|
2015
Q1 | – | Sell |
-800
| Closed | -$70K | – | 348 |
|
|
2014
Q4 | $70K | Buy |
+800
| New | +$70K | 0.06% | 147 |
|