Private Advisory Group’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,042
| Closed | -$623K | – | 214 |
|
|
2024
Q1 | $623K | Buy |
4,042
+2
| +0% | +$308 | 0.09% | 126 |
|
|
2023
Q4 | $550K | Hold |
4,040
| – | – | 0.1% | 132 |
|
|
2023
Q3 | $502K | Hold |
4,040
| – | – | 0.1% | 138 |
|
|
2023
Q2 | $480K | Hold |
4,040
| – | – | 0.1% | 146 |
|
|
2023
Q1 | $393K | Hold |
4,040
| – | – | 0.08% | 150 |
|
|
2022
Q4 | $390K | Hold |
4,040
| – | – | 0.09% | 144 |
|
|
2022
Q3 | $324K | Buy |
+4,040
| New | +$324K | 0.07% | 147 |
|
|
2019
Q3 | – | Sell |
-3,436
| Closed | -$389K | – | 149 |
|
|
2019
Q2 | $389K | Buy |
+3,436
| New | +$389K | 0.18% | 91 |
|