WOSD
WFA of San Diego’s Howard Hughes HHH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-228
| Closed | -$16K | – | 200 |
|
2022
Q2 | $16K | Buy |
+228
| New | +$16K | 0.01% | 235 |
|
2022
Q1 | – | Sell |
-3,201
| Closed | -$326K | – | 113 |
|
2021
Q4 | $326K | Sell |
3,201
-819
| -20% | -$83.4K | 0.19% | 92 |
|
2021
Q3 | $353K | Buy |
+4,020
| New | +$353K | 0.25% | 73 |
|