WEC
Winslow Evans & Crocker’s Visteon VC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-200
| Closed | -$12K | – | 1175 |
|
|
2019
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 791 |
|
|
2019
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 755 |
|
|
2018
Q4 | $14K | Sell |
200
-4
| -2% | -$280 | ﹤0.01% | 714 |
|
|
2018
Q3 | $20K | Hold |
204
| – | – | 0.01% | 666 |
|
|
2018
Q2 | $28K | Hold |
204
| – | – | 0.01% | 615 |
|
|
2018
Q1 | $22.4K | Hold |
204
| – | – | 0.01% | 624 |
|
|
2017
Q4 | $25.4K | Hold |
204
| – | – | 0.01% | 612 |
|
|
2017
Q3 | $25.1K | Buy |
204
+1
| +0.5% | +$123 | 0.01% | 605 |
|
|
2017
Q2 | $20.7K | Sell |
203
-1
| -0.5% | -$102 | 0.01% | 743 |
|
|
2017
Q1 | $19.9K | Hold |
204
| – | – | 0.01% | 735 |
|
|
2016
Q4 | $16.3K | Sell |
204
-6,624
| -97% | -$530K | 0.01% | 770 |
|
|
2016
Q3 | $489K | Hold |
6,828
| – | – | 0.14% | 155 |
|
|
2016
Q2 | $449K | Sell |
6,828
-100
| -1% | -$6.58K | 0.13% | 159 |
|
|
2016
Q1 | $551K | Hold |
6,928
| – | – | 0.17% | 133 |
|
|
2015
Q4 | $793K | Sell |
6,928
-114
| -2% | -$13.1K | 0.23% | 101 |
|
|
2015
Q3 | $713K | Sell |
7,042
-1,844
| -21% | -$187K | 0.22% | 101 |
|
|
2015
Q2 | $933K | Sell |
8,886
-932
| -9% | -$97.8K | 0.26% | 84 |
|
|
2015
Q1 | $946K | Sell |
9,818
-550
| -5% | -$53K | 0.27% | 84 |
|
|
2014
Q4 | $1.11M | Sell |
10,368
-560
| -5% | -$59.8K | 0.32% | 74 |
|
|
2014
Q3 | $1.06M | Buy |
10,928
+415
| +4% | +$40.4K | 0.3% | 78 |
|
|
2014
Q2 | $1.02M | Buy |
10,513
+25
| +0.2% | +$2.43K | 0.34% | 82 |
|
|
2014
Q1 | $928K | Buy |
10,488
+7,100
| +210% | +$628K | 0.32% | 72 |
|
|
2013
Q4 | $277K | Buy |
+3,388
| New | +$277K | 0.09% | 227 |
|