Plante Moran Financial Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200
| Closed | -$19.3K | – | 960 |
|
|
2022
Q4 | $19.3K | Sell |
200
-62
| -24% | -$5.99K | ﹤0.01% | 471 |
|
|
2022
Q3 | $21K | Buy |
+262
| New | +$21K | ﹤0.01% | 455 |
|
|
2019
Q1 | – | Sell |
-24
| Closed | -$2K | – | 959 |
|
|
2018
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 756 |
|
|
2014
Q2 | – | Sell |
-206
| Closed | -$9K | – | 856 |
|
|
2014
Q1 | $9K | Hold |
206
| – | – | 0.01% | 391 |
|
|
2013
Q4 | $9K | Hold |
206
| – | – | 0.01% | 478 |
|
|
2013
Q3 | $8K | Hold |
206
| – | – | ﹤0.01% | 426 |
|
|
2013
Q2 | $8K | Buy |
+206
| New | +$8K | 0.01% | 386 |
|