Wealthspire Advisors (Maryland)’s Acadia Realty Trust AKR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-273
| Closed | -$7K | – | 507 |
|
2019
Q1 | $7K | Hold |
273
| – | – | ﹤0.01% | 1657 |
|
2018
Q4 | $6K | Buy |
273
+29
| +12% | +$637 | ﹤0.01% | 1635 |
|
2018
Q3 | $7K | Buy |
244
+33
| +16% | +$947 | ﹤0.01% | 1634 |
|
2018
Q2 | $6K | Buy |
211
+41
| +24% | +$1.17K | ﹤0.01% | 1695 |
|
2018
Q1 | $4K | Buy |
170
+48
| +39% | +$1.13K | ﹤0.01% | 1878 |
|
2017
Q4 | $3K | Buy |
122
+102
| +510% | +$2.51K | ﹤0.01% | 1963 |
|
2017
Q3 | $1K | Buy |
20
+16
| +400% | +$800 | ﹤0.01% | 2053 |
|
2017
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 2185 |
|
2017
Q1 | $0 | Sell |
4
-22
| -85% | – | ﹤0.01% | 1911 |
|
2016
Q4 | $1K | Sell |
26
-2
| -7% | -$77 | ﹤0.01% | 1612 |
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1611 |
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 1580 |
|
2016
Q1 | $1K | Sell |
28
-2
| -7% | -$71 | ﹤0.01% | 1619 |
|
2015
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1585 |
|