Veritable’s WW International WW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-23,239
| Closed | -$638K | – | 983 |
|
|
2014
Q3 | $638K | Buy |
23,239
+5,700
| +32% | +$156K | 0.01% | 528 |
|
|
2014
Q2 | $354K | Hold |
17,539
| – | – | 0.01% | 708 |
|
|
2014
Q1 | $360K | Sell |
17,539
-102
| -0.6% | -$2.09K | 0.01% | 668 |
|
|
2013
Q4 | $581K | Buy |
17,641
+40
| +0.2% | +$1.32K | 0.01% | 527 |
|
|
2013
Q3 | $658K | Buy |
+17,601
| New | +$658K | 0.02% | 487 |
|