Wealth Management Associates’s Nordstrom JWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-25,480
| Closed | -$795K | – | 189 |
|
2020
Q4 | $795K | Buy |
25,480
+5,930
| +30% | +$185K | 0.52% | 43 |
|
2020
Q3 | $233K | Buy |
+19,550
| New | +$233K | 0.18% | 137 |
|
2020
Q1 | – | Sell |
-9,270
| Closed | -$379K | – | 137 |
|
2019
Q4 | $379K | Hold |
9,270
| – | – | 0.27% | 86 |
|
2019
Q3 | $312K | Buy |
+9,270
| New | +$312K | 0.25% | 94 |
|