Wealthspire Advisors (Maryland)’s ACI Worldwide ACIW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,707
| Closed | -$89K | – | 473 |
|
|
2019
Q1 | $89K | Sell |
2,707
-635
| -19% | -$20.9K | 0.01% | 682 |
|
|
2018
Q4 | $92K | Buy |
3,342
+762
| +30% | +$21K | 0.01% | 631 |
|
|
2018
Q3 | $73K | Buy |
2,580
+17
| +0.7% | +$481 | 0.01% | 813 |
|
|
2018
Q2 | $63K | Buy |
2,563
+141
| +6% | +$3.47K | 0.01% | 892 |
|
|
2018
Q1 | $57K | Sell |
2,422
-103
| -4% | -$2.42K | 0.01% | 925 |
|
|
2017
Q4 | $57K | Buy |
2,525
+110
| +5% | +$2.48K | 0.01% | 948 |
|
|
2017
Q3 | $55K | Buy |
2,415
+408
| +20% | +$9.29K | 0.01% | 933 |
|
|
2017
Q2 | $45K | Buy |
2,007
+375
| +23% | +$8.41K | 0.01% | 988 |
|
|
2017
Q1 | $35K | Buy |
1,632
+112
| +7% | +$2.4K | 0.01% | 909 |
|
|
2016
Q4 | $28K | Buy |
1,520
+205
| +16% | +$3.78K | ﹤0.01% | 925 |
|
|
2016
Q3 | $25K | Buy |
1,315
+10
| +0.8% | +$190 | ﹤0.01% | 993 |
|
|
2016
Q2 | $25K | Buy |
1,305
+223
| +21% | +$4.27K | ﹤0.01% | 918 |
|
|
2016
Q1 | $22K | Buy |
1,082
+115
| +12% | +$2.34K | ﹤0.01% | 938 |
|
|
2015
Q4 | $21K | Buy |
+967
| New | +$21K | ﹤0.01% | 943 |
|