Winthrop Partners - WNY’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $267K | Sell |
2,477
-400
| -14% | -$43.1K | 0.18% | 93 |
|
|
2019
Q2 | $326K | Sell |
2,877
-239
| -8% | -$27K | 0.24% | 82 |
|
|
2019
Q1 | $299K | Sell |
3,116
-150
| -5% | -$14.4K | 0.23% | 83 |
|
|
2018
Q4 | $243K | Hold |
3,266
| – | – | 0.23% | 84 |
|
|
2018
Q3 | $264K | Sell |
3,266
-775
| -19% | -$62.7K | 0.21% | 93 |
|
|
2018
Q2 | $311K | Sell |
4,041
-2,550
| -39% | -$196K | 0.26% | 89 |
|
|
2018
Q1 | $484K | Sell |
6,591
-375
| -5% | -$27.5K | 0.37% | 72 |
|
|
2017
Q4 | $522K | Buy |
+6,966
| New | +$522K | 0.43% | 72 |
|