SWM
SVA Wealth Management’s Woodward WWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $468K | Hold |
3,850
| – | – | 0.04% | 172 |
|
|
2020
Q3 | $309K | Hold |
3,850
| – | – | 0.03% | 174 |
|
|
2020
Q2 | $299K | Sell |
3,850
-150
| -4% | -$11.6K | 0.03% | 172 |
|
|
2020
Q1 | $238K | Hold |
4,000
| – | – | 0.03% | 176 |
|
|
2019
Q4 | $474K | Hold |
4,000
| – | – | 0.04% | 156 |
|
|
2019
Q3 | $431K | Hold |
4,000
| – | – | 0.04% | 156 |
|
|
2019
Q2 | $453K | Hold |
4,000
| – | – | 0.04% | 157 |
|
|
2019
Q1 | $380K | Sell |
4,000
-200
| -5% | -$19K | 0.04% | 168 |
|
|
2018
Q4 | $312K | Hold |
4,200
| – | – | 0.04% | 175 |
|
|
2018
Q3 | $340K | Hold |
4,200
| – | – | 0.03% | 178 |
|
|
2018
Q2 | $323K | Buy |
4,200
+150
| +4% | +$11.5K | 0.03% | 176 |
|
|
2018
Q1 | $314K | Hold |
4,050
| – | – | 0.04% | 178 |
|
|
2017
Q4 | $310K | Hold |
4,050
| – | – | 0.04% | 177 |
|
|
2017
Q3 | $314K | Buy |
4,050
+400
| +11% | +$31K | 0.04% | 178 |
|
|
2017
Q2 | $247K | Hold |
3,650
| – | – | 0.03% | 184 |
|
|
2017
Q1 | $248K | Hold |
3,650
| – | – | 0.03% | 178 |
|
|
2016
Q4 | $252K | Hold |
3,650
| – | – | 0.04% | 179 |
|
|
2016
Q3 | $228K | Hold |
3,650
| – | – | 0.04% | 182 |
|
|
2016
Q2 | $210K | Buy |
+3,650
| New | +$210K | 0.03% | 191 |
|
|
2015
Q3 | – | Sell |
-3,650
| Closed | -$201K | – | 212 |
|
|
2015
Q2 | $201K | Buy |
+3,650
| New | +$201K | 0.04% | 199 |
|