Wealthcare Advisory Partners’s Designer Brands DBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,259
| Closed | -$124K | – | 1396 |
|
|
2019
Q3 | $124K | Sell |
7,259
-2,371
| -25% | -$40.5K | 0.02% | 341 |
|
|
2019
Q2 | $185K | Hold |
9,630
| – | – | 0.03% | 281 |
|
|
2019
Q1 | $214K | Buy |
9,630
+96
| +1% | +$2.13K | 0.04% | 232 |
|
|
2018
Q4 | $235K | Buy |
9,534
+72
| +0.8% | +$1.78K | 0.05% | 191 |
|
|
2018
Q3 | $321K | Buy |
9,462
+87
| +0.9% | +$2.95K | 0.06% | 169 |
|
|
2018
Q2 | $242K | Buy |
9,375
+104
| +1% | +$2.69K | 0.05% | 191 |
|
|
2018
Q1 | $208K | Hold |
9,271
| – | – | 0.05% | 189 |
|
|
2017
Q4 | $198K | Buy |
9,271
+85
| +0.9% | +$1.82K | 0.05% | 182 |
|
|
2017
Q3 | $197K | Buy |
+9,186
| New | +$197K | 0.06% | 148 |
|