WESPAC Advisors SoCal’s Deere & Co DE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-26,829
| Closed | -$8.03M | – | 71 |
|
2022
Q2 | $8.03M | Sell |
26,829
-717
| -3% | -$215K | 3.07% | 10 |
|
2022
Q1 | $11.4M | Buy |
27,546
+6,376
| +30% | +$2.65M | 3.53% | 7 |
|
2021
Q4 | $8M | Buy |
21,170
+120
| +0.6% | +$45.3K | 2.44% | 18 |
|
2021
Q3 | $7.12M | Buy |
+21,050
| New | +$7.12M | 2.33% | 19 |
|