WealthSource Partners’s Douglas Dynamics PLOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-10,895
| Closed | -$367K | – | 304 |
|
|
2016
Q4 | $367K | Sell |
10,895
-50
| -0.5% | -$1.68K | 0.15% | 138 |
|
|
2016
Q3 | $350K | Hold |
10,945
| – | – | 0.13% | 161 |
|
|
2016
Q2 | $282K | Buy |
10,945
+715
| +7% | +$18.4K | 0.11% | 182 |
|
|
2016
Q1 | $234K | Buy |
+10,230
| New | +$234K | 0.1% | 195 |
|