Wealthspire Advisors (Maryland)’s American Capital Ltd ACAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-993
| Closed | -$18K | – | 2133 |
|
|
2016
Q4 | $18K | Sell |
993
-3
| -0.3% | -$54 | ﹤0.01% | 1062 |
|
|
2016
Q3 | $17K | Hold |
996
| – | – | ﹤0.01% | 1115 |
|
|
2016
Q2 | $16K | Hold |
996
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q1 | $15K | Hold |
996
| – | – | ﹤0.01% | 1091 |
|
|
2015
Q4 | $14K | Buy |
+996
| New | +$14K | ﹤0.01% | 1107 |
|