WAM
AMWD

Wealthspire Advisors (Maryland)’s American Woodmark AMWD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AMWD Stock Details AMWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,256
Closed -$104K – 534
2019
Q1 		$104K Buy
1,256
+477
+61% +$35.7K 0.01% 627
2018
Q4 		$43K Sell
779
-943
-55% -$60.1K ﹤0.01% 924
2018
Q3 		$135K Buy
1,722
+403
+31% +$34.4K 0.01% 571
2018
Q2 		$121K Buy
1,319
+790
+149% +$72.9K 0.01% 626
2018
Q1 		$52K Buy
529
+112
+27% +$14K ﹤0.01% 960
2017
Q4 		$54K Sell
417
-52
-11% -$5.47K 0.01% 966
2017
Q3 		$45K Sell
469
-281
-37% -$26K ﹤0.01% 1016
2017
Q2 		$72K Sell
750
-37
-5% -$3.4K 0.01% 818
2017
Q1 		$72K Buy
787
+58
+8% +$4.65K 0.01% 695
2016
Q4 		$55K Buy
729
+169
+30% +$13.1K 0.01% 741
2016
Q3 		$45K Buy
+560
New +$43.8K 0.01% 807

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Fidelity Investments
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VNIM
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State Street
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DC
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NPIC
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