Sageworth Trust’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-77
| Closed | -$7.5K | – | 449 |
|
|
2023
Q1 | $7.5K | Buy |
+77
| New | +$7.5K | ﹤0.01% | 319 |
|
|
2022
Q1 | – | Sell |
-73
| Closed | -$8K | – | 790 |
|
|
2021
Q4 | $8K | Sell |
73
-247
| -77% | -$27.1K | ﹤0.01% | 316 |
|
|
2021
Q3 | $36K | Hold |
320
| – | – | ﹤0.01% | 248 |
|
|
2021
Q2 | $39K | Buy |
+320
| New | +$39K | ﹤0.01% | 278 |
|