WEC
STK
Winslow Evans & Crocker’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $25K | Sell |
910
-90
| -9% | -$2.47K | ﹤0.01% | 744 |
|
|
2020
Q3 | $22K | Hold |
1,000
| – | – | 0.01% | 608 |
|
|
2020
Q2 | $22K | Buy |
1,000
+100
| +11% | +$2.2K | 0.01% | 602 |
|
|
2020
Q1 | $16K | Buy |
900
+100
| +13% | +$1.78K | 0.01% | 620 |
|
|
2019
Q4 | $20K | Hold |
800
| – | – | 0.01% | 668 |
|
|
2019
Q3 | $18K | Buy |
800
+450
| +129% | +$10.1K | 0.01% | 677 |
|
|
2019
Q2 | $8K | Buy |
350
+150
| +75% | +$3.43K | ﹤0.01% | 893 |
|
|
2019
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 960 |
|
|
2018
Q3 | – | Sell |
-1,452
| Closed | -$32K | – | 1136 |
|
|
2018
Q2 | $32K | Hold |
1,452
| – | – | 0.01% | 587 |
|
|
2018
Q1 | $31.9K | Sell |
1,452
-1,548
| -52% | -$34K | 0.01% | 570 |
|
|
2017
Q4 | $66.8K | Hold |
3,000
| – | – | 0.02% | 436 |
|
|
2017
Q3 | $67K | Buy |
+3,000
| New | +$67K | 0.02% | 424 |
|
|
2016
Q2 | – | Sell |
-800
| Closed | -$14.4K | – | 1309 |
|
|
2016
Q1 | $14.4K | Hold |
800
| – | – | ﹤0.01% | 788 |
|
|
2015
Q4 | $14.3K | Hold |
800
| – | – | ﹤0.01% | 825 |
|
|
2015
Q3 | $13.1K | Hold |
800
| – | – | ﹤0.01% | 830 |
|
|
2015
Q2 | $14.9K | Buy |
+800
| New | +$14.9K | ﹤0.01% | 829 |
|