WWM
FDS icon

Willingdon Wealth Management’s Factset FDS Stock Holding History

Willingdon Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1
Closed – – 318
2019
Q4 		$0 Hold
1
– – ﹤0.01% 428
2019
Q3 		$0 Buy
+1
New – ﹤0.01% 515