Veritable’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,993
| Closed | -$356K | – | 842 |
|
|
2023
Q2 | $356K | Buy |
2,993
+216
| +8% | +$25.7K | 0.01% | 643 |
|
|
2023
Q1 | $270K | Sell |
2,777
-503
| -15% | -$49K | ﹤0.01% | 712 |
|
|
2022
Q4 | $317K | Sell |
3,280
-724
| -18% | -$69.9K | 0.01% | 646 |
|
|
2022
Q3 | $321K | Sell |
4,004
-97
| -2% | -$7.78K | 0.01% | 607 |
|
|
2022
Q2 | $379K | Buy |
4,101
+546
| +15% | +$50.5K | 0.01% | 605 |
|
|
2022
Q1 | $444K | Buy |
3,555
+261
| +8% | +$32.6K | 0.01% | 592 |
|
|
2021
Q4 | $361K | Buy |
3,294
+329
| +11% | +$36.1K | 0.01% | 652 |
|
|
2021
Q3 | $336K | Sell |
2,965
-214
| -7% | -$24.3K | 0.01% | 654 |
|
|
2021
Q2 | $391K | Sell |
3,179
-269
| -8% | -$33.1K | 0.01% | 604 |
|
|
2021
Q1 | $416K | Sell |
3,448
-64
| -2% | -$7.72K | 0.01% | 552 |
|
|
2020
Q4 | $427K | Buy |
+3,512
| New | +$427K | 0.01% | 537 |
|
|
2020
Q1 | – | Sell |
-1,811
| Closed | -$214K | – | 824 |
|
|
2019
Q4 | $214K | Buy |
+1,811
| New | +$214K | ﹤0.01% | 769 |
|
|
2019
Q3 | – | Sell |
-1,763
| Closed | -$200K | – | 821 |
|
|
2019
Q2 | $200K | Buy |
+1,763
| New | +$200K | ﹤0.01% | 765 |
|