Steward Partners Investment Advisory’s Wabash National WNC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-1,000
| Closed | -$19.2K | – | 4114 |
|
2024
Q3 | $19.2K | Hold |
1,000
| – | – | ﹤0.01% | 2678 |
|
2024
Q2 | $21.8K | Hold |
1,000
| – | – | ﹤0.01% | 2497 |
|
2024
Q1 | $29.9K | Hold |
1,000
| – | – | ﹤0.01% | 2345 |
|
2023
Q4 | $25.6K | Hold |
1,000
| – | – | ﹤0.01% | 2292 |
|
2023
Q3 | $21.1K | Hold |
1,000
| – | – | ﹤0.01% | 2281 |
|
2023
Q2 | $25.6K | Hold |
1,000
| – | – | ﹤0.01% | 2172 |
|
2023
Q1 | $24.6K | Buy |
1,000
+300
| +43% | +$7.38K | ﹤0.01% | 2162 |
|
2022
Q4 | $15.8K | Sell |
700
-2,537
| -78% | -$57.3K | ﹤0.01% | 2355 |
|
2022
Q3 | $50K | Sell |
3,237
-212
| -6% | -$3.28K | ﹤0.01% | 1792 |
|
2022
Q2 | $47K | Sell |
3,449
-4,204
| -55% | -$57.3K | ﹤0.01% | 1844 |
|
2022
Q1 | $114K | Buy |
7,653
+7,628
| +30,512% | +$114K | ﹤0.01% | 1553 |
|
2021
Q4 | $0 | Sell |
25
-68
| -73% | – | ﹤0.01% | 3332 |
|
2021
Q3 | $1K | Sell |
93
-2,705
| -97% | -$29.1K | ﹤0.01% | 3109 |
|
2021
Q2 | $45K | Buy |
+2,798
| New | +$45K | ﹤0.01% | 3589 |
|