WPW
Winthrop Partners - WNY’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-15,000
| Closed | -$170K | – | 246 |
|
|
2018
Q3 | $170K | Hold |
15,000
| – | – | 0.14% | 111 |
|
|
2018
Q2 | $159K | Hold |
15,000
| – | – | 0.13% | 114 |
|
|
2018
Q1 | $210K | Hold |
15,000
| – | – | 0.16% | 115 |
|
|
2017
Q4 | $242K | Buy |
+15,000
| New | +$242K | 0.2% | 109 |
|