Wealthspire Advisors (Maryland)’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-265
| Closed | -$25K | – | 2112 |
|
2019
Q1 | $25K | Sell |
265
-46
| -15% | -$4.34K | ﹤0.01% | 1193 |
|
2018
Q4 | $23K | Sell |
311
-514
| -62% | -$38K | ﹤0.01% | 1155 |
|
2018
Q3 | $67K | Buy |
825
+3
| +0.4% | +$244 | 0.01% | 859 |
|
2018
Q2 | $63K | Buy |
822
+16
| +2% | +$1.23K | 0.01% | 897 |
|
2018
Q1 | $58K | Buy |
806
+69
| +9% | +$4.97K | 0.01% | 924 |
|
2017
Q4 | $56K | Buy |
737
+436
| +145% | +$33.1K | 0.01% | 959 |
|
2017
Q3 | $23K | Buy |
301
+34
| +13% | +$2.6K | ﹤0.01% | 1258 |
|
2017
Q2 | $18K | Buy |
267
+3
| +1% | +$202 | ﹤0.01% | 1313 |
|
2017
Q1 | $18K | Sell |
264
-2
| -0.8% | -$136 | ﹤0.01% | 1130 |
|
2016
Q4 | $18K | Sell |
266
-294
| -53% | -$19.9K | ﹤0.01% | 1058 |
|
2016
Q3 | $35K | Buy |
560
+46
| +9% | +$2.88K | 0.01% | 884 |
|
2016
Q2 | $30K | Buy |
514
+90
| +21% | +$5.25K | 0.01% | 872 |
|
2016
Q1 | $22K | Sell |
424
-194
| -31% | -$10.1K | ﹤0.01% | 948 |
|
2015
Q4 | $31K | Buy |
+618
| New | +$31K | 0.01% | 832 |
|