WWM
Willingdon Wealth Management’s BGC Group BGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-889
| Closed | -$12K | – | 323 |
|
|
2018
Q1 | $12K | Hold |
889
| – | – | ﹤0.01% | 242 |
|
|
2017
Q4 | $13K | Sell |
889
-365,174
| -100% | -$5.34M | ﹤0.01% | 222 |
|
|
2017
Q3 | $5.3M | Buy |
366,063
+247,691
| +209% | +$3.58M | 1.93% | 11 |
|
|
2017
Q2 | $1.5M | Buy |
+118,372
| New | +$1.5M | 0.59% | 78 |
|