Wealthspire Advisors (Maryland)’s Advisory Board Co/The ABCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-550
| Closed | -$29K | – | 2717 |
|
|
2017
Q3 | $29K | Hold |
550
| – | – | ﹤0.01% | 1177 |
|
|
2017
Q2 | $28K | Hold |
550
| – | – | ﹤0.01% | 1154 |
|
|
2017
Q1 | $26K | Hold |
550
| – | – | ﹤0.01% | 1006 |
|
|
2016
Q4 | $18K | Sell |
550
-350
| -39% | -$11.5K | ﹤0.01% | 1061 |
|
|
2016
Q3 | $40K | Hold |
900
| – | – | 0.01% | 842 |
|
|
2016
Q2 | $32K | Buy |
900
+550
| +157% | +$19.6K | 0.01% | 854 |
|
|
2016
Q1 | $11K | Hold |
350
| – | – | ﹤0.01% | 1173 |
|
|
2015
Q4 | $17K | Buy |
+350
| New | +$17K | ﹤0.01% | 1031 |
|