Wealthspire Advisors (Maryland)’s Alliance Holdings GP,L.P. AHGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-411
| Closed | -$11K | – | 2351 |
|
|
2017
Q1 | $11K | Buy |
411
+200
| +95% | +$5.35K | ﹤0.01% | 1328 |
|
|
2016
Q4 | $6K | Sell |
211
-810
| -79% | -$23K | ﹤0.01% | 1365 |
|
|
2016
Q3 | $27K | Buy |
1,021
+221
| +28% | +$5.84K | ﹤0.01% | 977 |
|
|
2016
Q2 | $17K | Hold |
800
| – | – | ﹤0.01% | 1057 |
|
|
2016
Q1 | $12K | Buy |
+800
| New | +$12K | ﹤0.01% | 1150 |
|