Wealthspire Advisors (Maryland)’s Ally Financial ALLY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.24M | Buy |
+49,406
| New | +$1.24M | 0.04% | 169 |
|
2019
Q2 | – | Sell |
-724
| Closed | -$20K | – | 517 |
|
2019
Q1 | $20K | Buy |
724
+7
| +1% | +$193 | ﹤0.01% | 1266 |
|
2018
Q4 | $16K | Sell |
717
-63
| -8% | -$1.41K | ﹤0.01% | 1289 |
|
2018
Q3 | $21K | Sell |
780
-64
| -8% | -$1.72K | ﹤0.01% | 1281 |
|
2018
Q2 | $22K | Buy |
844
+113
| +15% | +$2.95K | ﹤0.01% | 1272 |
|
2018
Q1 | $20K | Sell |
731
-70
| -9% | -$1.92K | ﹤0.01% | 1293 |
|
2017
Q4 | $23K | Sell |
801
-93
| -10% | -$2.67K | ﹤0.01% | 1276 |
|
2017
Q3 | $22K | Buy |
894
+11
| +1% | +$271 | ﹤0.01% | 1263 |
|
2017
Q2 | $18K | Buy |
883
+187
| +27% | +$3.81K | ﹤0.01% | 1302 |
|
2017
Q1 | $14K | Buy |
696
+369
| +113% | +$7.42K | ﹤0.01% | 1193 |
|
2016
Q4 | $6K | Buy |
327
+29
| +10% | +$532 | ﹤0.01% | 1340 |
|
2016
Q3 | $6K | Hold |
298
| – | – | ﹤0.01% | 1351 |
|
2016
Q2 | $5K | Sell |
298
-11
| -4% | -$185 | ﹤0.01% | 1328 |
|
2016
Q1 | $6K | Buy |
+309
| New | +$6K | ﹤0.01% | 1286 |
|