Wealthspire Advisors (Maryland)’s Worthington Enterprises WOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-78
| Closed | -$2K | – | 2093 |
|
|
2019
Q1 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 2221 |
|
|
2018
Q2 | – | Sell |
-13
| Closed | – | – | 2611 |
|
|
2018
Q1 | $0 | Sell |
13
-15
| -54% | – | ﹤0.01% | 2665 |
|
|
2017
Q4 | $1K | Buy |
28
+15
| +115% | +$536 | ﹤0.01% | 2353 |
|
|
2017
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 2497 |
|
|
2017
Q2 | $0 | Sell |
13
-8
| -38% | – | ﹤0.01% | 2295 |
|
|
2017
Q1 | $1K | Buy |
21
+8
| +62% | +$381 | ﹤0.01% | 1852 |
|
|
2016
Q4 | $0 | Hold |
13
| – | – | ﹤0.01% | 1857 |
|
|
2016
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 1816 |
|
|
2016
Q2 | $0 | Hold |
13
| – | – | ﹤0.01% | 1823 |
|
|
2016
Q1 | $0 | Hold |
13
| – | – | ﹤0.01% | 1859 |
|
|
2015
Q4 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1781 |
|