RWM
Ritholtz Wealth Management’s Willis Lease Finance WLFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $222K | Sell |
1,557
-929
| -37% | -$133K | ﹤0.01% | 892 |
|
2025
Q1 | $393K | Sell |
2,486
-292
| -11% | -$46.1K | 0.01% | 661 |
|
2024
Q4 | $577K | Buy |
2,778
+681
| +32% | +$141K | 0.02% | 524 |
|
2024
Q3 | $312K | Buy |
+2,097
| New | +$312K | 0.01% | 690 |
|