Valeo Financial Advisors’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-25
| Closed | -$3K | – | 1744 |
|
|
2021
Q1 | $3K | Hold |
25
| – | – | ﹤0.01% | 1643 |
|
|
2020
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 1455 |
|
|
2020
Q3 | $2K | Sell |
25
-24
| -49% | -$1.92K | ﹤0.01% | 1393 |
|
|
2020
Q2 | $4K | Buy |
49
+24
| +96% | +$1.96K | ﹤0.01% | 1551 |
|
|
2020
Q1 | $2K | Buy |
25
+3
| +14% | +$240 | ﹤0.01% | 1535 |
|
|
2019
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 1434 |
|