TrinityPoint Wealth’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $1.64M | Buy |
9,052
+168
| +2% | +$30.4K | 0.23% | 102 |
|
2024
Q3 | $1.49M | Buy |
8,884
+293
| +3% | +$49.2K | 0.21% | 110 |
|
2024
Q2 | $1.36M | Buy |
8,591
+30
| +0.4% | +$4.76K | 0.21% | 110 |
|
2024
Q1 | $1.47M | Sell |
8,561
-60
| -0.7% | -$10.3K | 0.24% | 97 |
|
2023
Q4 | $1.5M | Buy |
8,621
+60
| +0.7% | +$10.4K | 0.27% | 92 |
|
2023
Q3 | $1.23M | Sell |
8,561
-305
| -3% | -$43.9K | 0.25% | 102 |
|
2023
Q2 | $1.59M | Sell |
8,866
-223
| -2% | -$39.9K | 0.31% | 89 |
|
2023
Q1 | $1.4M | Sell |
9,089
-226
| -2% | -$34.9K | 0.3% | 89 |
|
2022
Q4 | $1.17M | Hold |
9,315
| – | – | 0.27% | 99 |
|
2022
Q3 | $1.11M | Buy |
9,315
+980
| +12% | +$117K | 0.25% | 102 |
|
2022
Q2 | $893K | Buy |
8,335
+159
| +2% | +$17K | 0.2% | 113 |
|
2022
Q1 | $1.06M | Buy |
+8,176
| New | +$1.06M | 0.19% | 108 |
|