Wealthspire Advisors (Maryland)’s Alexander & Baldwin ALEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-57
| Closed | -$1K | – | 510 |
|
|
2019
Q1 | $1K | Sell |
57
-15
| -21% | -$263 | ﹤0.01% | 2283 |
|
|
2018
Q4 | $1K | Sell |
72
-73
| -50% | -$1.01K | ﹤0.01% | 2211 |
|
|
2018
Q3 | $3K | Buy |
145
+20
| +16% | +$414 | ﹤0.01% | 1989 |
|
|
2018
Q2 | $3K | Buy |
125
+109
| +681% | +$2.62K | ﹤0.01% | 1966 |
|
|
2018
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 2485 |
|
|
2017
Q4 | – | Sell |
-218
| Closed | -$10K | – | 2429 |
|
|
2017
Q3 | $10K | Hold |
218
| – | – | ﹤0.01% | 1563 |
|
|
2017
Q2 | $9K | Buy |
218
+25
| +13% | +$1.03K | ﹤0.01% | 1560 |
|
|
2017
Q1 | $9K | Buy |
+193
| New | +$9K | ﹤0.01% | 1360 |
|
|
2016
Q1 | – | Sell |
-246
| Closed | -$9K | – | 1735 |
|
|
2015
Q4 | $9K | Buy |
+246
| New | +$9K | ﹤0.01% | 1211 |
|