RGT Wealth Advisors’s WABCO HOLDINGS INC. WBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,946
| Closed | -$347K | – | 42 |
|
|
2018
Q3 | $347K | Buy |
2,946
+43
| +1% | +$5.07K | 1.17% | 25 |
|
|
2018
Q2 | $340K | Buy |
2,903
+714
| +33% | +$83.6K | 1.09% | 23 |
|
|
2018
Q1 | $293K | Buy |
2,189
+431
| +25% | +$57.7K | 0.14% | 74 |
|
|
2017
Q4 | $252K | Hold |
1,758
| – | – | 0.14% | 78 |
|
|
2017
Q3 | $260K | Hold |
1,758
| – | – | 0.17% | 71 |
|
|
2017
Q2 | $224K | Hold |
1,758
| – | – | 0.15% | 75 |
|
|
2017
Q1 | $206K | Buy |
+1,758
| New | +$206K | 0.14% | 93 |
|