WWM
Willingdon Wealth Management’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 518 |
|
|
2019
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 468 |
|
|
2018
Q4 | – | Sell |
-52
| Closed | -$4K | – | 403 |
|
|
2018
Q3 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 343 |
|
|
2018
Q1 | – | Sell |
-113
| Closed | -$11K | – | 386 |
|
|
2017
Q4 | $11K | Buy |
+113
| New | +$11K | ﹤0.01% | 237 |
|