Valley National Advisers’s Woodside Energy WDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-750
| Closed | -$10K | – | 865 |
|
2025
Q1 | $10K | Hold |
750
| – | – | ﹤0.01% | 573 |
|
2024
Q4 | $11K | Buy |
+750
| New | +$11K | ﹤0.01% | 534 |
|
2023
Q4 | – | Sell |
-26
| Closed | -$1K | – | 1278 |
|
2023
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1036 |
|
2023
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 954 |
|
2023
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 864 |
|
2022
Q4 | $0 | Hold |
26
| – | – | ﹤0.01% | 994 |
|
2022
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 888 |
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 867 |
|