SVB Wealth’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 |
-12,666
| Closed | -$295K | – | 952 |
|
|
2023
Q3 | $295K | Sell |
12,666
-1,162
| -8% | -$27.1K | 0.01% | 617 |
|
|
2023
Q2 | $321K | Buy |
13,828
+2,943
| +27% | +$68.2K | 0.01% | 641 |
|
|
2023
Q1 | $244K | Sell |
10,885
-2,822
| -21% | -$63.3K | ﹤0.01% | 812 |
|
|
2022
Q4 | $332K | Buy |
13,707
+2,684
| +24% | +$65K | ﹤0.01% | 700 |
|
|
2022
Q3 | $222K | Buy |
+11,023
| New | +$222K | ﹤0.01% | 816 |
|