WIM
PW
Wittenberg Investment Management’s Power REIT PW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-67,937
| Closed | -$394K | – | 82 |
|
|
2019
Q2 | $394K | Sell |
67,937
-570
| -0.8% | -$3.31K | 0.17% | 59 |
|
|
2019
Q1 | $412K | Hold |
68,507
| – | – | 0.17% | 59 |
|
|
2018
Q4 | $384K | Hold |
68,507
| – | – | 0.18% | 59 |
|
|
2018
Q3 | $413K | Hold |
68,507
| – | – | 0.17% | 56 |
|
|
2018
Q2 | $419K | Buy |
68,507
+10,248
| +18% | +$62.7K | 0.18% | 58 |
|
|
2018
Q1 | $364K | Buy |
58,259
+4,417
| +8% | +$27.6K | 0.16% | 59 |
|
|
2017
Q4 | $332K | Buy |
+53,842
| New | +$332K | 0.14% | 59 |
|