WEC
Winslow Evans & Crocker’s Bunge Global BG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.22M | Buy |
18,650
+900
| +5% | +$59K | 0.23% | 100 |
|
|
2020
Q3 | $811K | Buy |
+17,750
| New | +$811K | 0.2% | 114 |
|
|
2018
Q2 | – | Sell |
-2,510
| Closed | -$186K | – | 1130 |
|
|
2018
Q1 | $186K | Hold |
2,510
| – | – | 0.06% | 260 |
|
|
2017
Q4 | $168K | Hold |
2,510
| – | – | 0.05% | 288 |
|
|
2017
Q3 | $174K | Sell |
2,510
-385
| -13% | -$26.7K | 0.06% | 277 |
|
|
2017
Q2 | $216K | Sell |
2,895
-57
| -2% | -$4.25K | 0.06% | 302 |
|
|
2017
Q1 | $234K | Buy |
2,952
+2,640
| +846% | +$209K | 0.07% | 275 |
|
|
2016
Q4 | $22.5K | Buy |
312
+12
| +4% | +$864 | 0.01% | 700 |
|
|
2016
Q3 | $17.8K | Hold |
300
| – | – | 0.01% | 762 |
|
|
2016
Q2 | $17.7K | Sell |
300
-100
| -25% | -$5.92K | 0.01% | 728 |
|
|
2016
Q1 | $22.7K | Hold |
400
| – | – | 0.01% | 671 |
|
|
2015
Q4 | $27.3K | Hold |
400
| – | – | 0.01% | 670 |
|
|
2015
Q3 | $29.3K | Hold |
400
| – | – | 0.01% | 623 |
|
|
2015
Q2 | $35.1K | Hold |
400
| – | – | 0.01% | 626 |
|
|
2015
Q1 | $32.9K | Hold |
400
| – | – | 0.01% | 630 |
|
|
2014
Q4 | $36.4K | Hold |
400
| – | – | 0.01% | 604 |
|
|
2014
Q3 | $33.7K | Sell |
400
-200
| -33% | -$16.8K | 0.01% | 643 |
|
|
2014
Q2 | $45.4K | Hold |
600
| – | – | 0.02% | 513 |
|
|
2014
Q1 | $47.7K | Sell |
600
-500
| -45% | -$39.8K | 0.02% | 495 |
|
|
2013
Q4 | $90K | Buy |
+1,100
| New | +$90K | 0.03% | 393 |
|