Stonegate Investment Group’s Woodside Energy WDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-9,646
Closed -$225K 351
2023
Q3
$225K Sell
9,646
-208
-2% -$4.84K 0.01% 264
2023
Q2
$229K Sell
9,854
-115
-1% -$2.67K 0.01% 278
2023
Q1
$224K Sell
9,969
-585
-6% -$13.1K 0.01% 281
2022
Q4
$256K Sell
10,554
-1,113
-10% -$26.9K 0.01% 259
2022
Q3
$235K Sell
11,667
-1,101
-9% -$22.2K 0.01% 249
2022
Q2
$275K Buy
+12,768
New +$275K 0.01% 235