YorkBridge Wealth Partners’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-250
| Closed | -$28K | – | 656 |
|
|
2019
Q2 | $28K | Hold |
250
| – | – | 0.01% | 431 |
|
|
2019
Q1 | $24K | Hold |
250
| – | – | 0.01% | 448 |
|
|
2018
Q4 | $19K | Hold |
250
| – | – | 0.01% | 478 |
|
|
2018
Q3 | $20K | Hold |
250
| – | – | 0.01% | 525 |
|
|
2018
Q2 | $19K | Hold |
250
| – | – | 0.01% | 547 |
|
|
2018
Q1 | $19K | Hold |
250
| – | – | 0.01% | 546 |
|
|
2017
Q4 | $20K | Sell |
250
-88
| -26% | -$7.04K | 0.01% | 523 |
|
|
2017
Q3 | $26K | Hold |
338
| – | – | 0.01% | 464 |
|
|
2017
Q2 | $23K | Sell |
338
-9
| -3% | -$612 | 0.01% | 475 |
|
|
2017
Q1 | $23K | Sell |
347
-7
| -2% | -$464 | 0.01% | 478 |
|
|
2016
Q4 | $24K | Buy |
+354
| New | +$24K | 0.01% | 454 |
|