Wealthspire Advisors (Maryland)’s Willis Lease Finance WLFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,751
| Closed | -$221K | – | 515 |
|
|
2019
Q4 | $221K | Buy |
+3,751
| New | +$221K | 0.01% | 450 |
|
|
2019
Q2 | – | Sell |
-3,301
| Closed | -$140K | – | 2085 |
|
|
2019
Q1 | $140K | Hold |
3,301
| – | – | 0.01% | 534 |
|
|
2018
Q4 | $114K | Hold |
3,301
| – | – | 0.01% | 564 |
|
|
2018
Q3 | $114K | Hold |
3,301
| – | – | 0.01% | 634 |
|
|
2018
Q2 | $104K | Hold |
3,301
| – | – | 0.01% | 692 |
|
|
2018
Q1 | $113K | Hold |
3,301
| – | – | 0.01% | 668 |
|
|
2017
Q4 | $82K | Hold |
3,301
| – | – | 0.01% | 794 |
|
|
2017
Q3 | $81K | Hold |
3,301
| – | – | 0.01% | 794 |
|
|
2017
Q2 | $88K | Hold |
3,301
| – | – | 0.01% | 740 |
|
|
2017
Q1 | $74K | Hold |
3,301
| – | – | 0.01% | 689 |
|
|
2016
Q4 | $84K | Hold |
3,301
| – | – | 0.01% | 637 |
|
|
2016
Q3 | $78K | Hold |
3,301
| – | – | 0.01% | 648 |
|
|
2016
Q2 | $73K | Hold |
3,301
| – | – | 0.01% | 625 |
|
|
2016
Q1 | $71K | Hold |
3,301
| – | – | 0.01% | 614 |
|
|
2015
Q4 | $66K | Buy |
+3,301
| New | +$66K | 0.01% | 641 |
|