Pinnacle Wealth Planning Services’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,684
| Closed | -$260K | – | 509 |
|
|
2023
Q1 | $260K | Sell |
1,684
-52
| -3% | -$8.04K | 0.04% | 302 |
|
|
2022
Q4 | $217K | Buy |
1,736
+42
| +2% | +$5.26K | 0.04% | 343 |
|
|
2022
Q3 | $202K | Buy |
+1,694
| New | +$202K | 0.04% | 333 |
|
|
2022
Q2 | – | Sell |
-2,108
| Closed | -$274K | – | 480 |
|
|
2022
Q1 | $274K | Sell |
2,108
-2
| -0.1% | -$260 | 0.05% | 285 |
|
|
2021
Q4 | $277K | Buy |
2,110
+195
| +10% | +$25.6K | 0.05% | 272 |
|
|
2021
Q3 | $221K | Buy |
+1,915
| New | +$221K | 0.05% | 305 |
|
|
2021
Q1 | – | Sell |
-557
| Closed | -$44K | – | 1921 |
|
|
2020
Q4 | $44K | Buy |
+557
| New | +$44K | 0.01% | 851 |
|