Montgomery Investment Management’s Woodside Energy WDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,655
| Closed | -$201K | – | 93 |
|
|
2023
Q2 | $201K | Buy |
+8,655
| New | +$201K | 0.07% | 88 |
|
|
2023
Q1 | – | Sell |
-9,448
| Closed | -$229K | – | 86 |
|
|
2022
Q4 | $229K | Sell |
9,448
-1,084
| -10% | -$26.2K | 0.08% | 75 |
|
|
2022
Q3 | $213K | Hold |
10,532
| – | – | 0.09% | 78 |
|
|
2022
Q2 | $228K | Buy |
+10,532
| New | +$228K | 0.09% | 73 |
|