Wealthspire Advisors (Maryland)’s Artisan Partners APAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,050
| Closed | -$26K | – | 547 |
|
|
2019
Q1 | $26K | Hold |
1,050
| – | – | ﹤0.01% | 1165 |
|
|
2018
Q4 | $23K | Sell |
1,050
-80
| -7% | -$1.75K | ﹤0.01% | 1136 |
|
|
2018
Q3 | $37K | Hold |
1,130
| – | – | ﹤0.01% | 1068 |
|
|
2018
Q2 | $34K | Hold |
1,130
| – | – | ﹤0.01% | 1098 |
|
|
2018
Q1 | $38K | Buy |
1,130
+578
| +105% | +$19.4K | ﹤0.01% | 1087 |
|
|
2017
Q4 | $22K | Hold |
552
| – | – | ﹤0.01% | 1292 |
|
|
2017
Q3 | $18K | Sell |
552
-51
| -8% | -$1.66K | ﹤0.01% | 1326 |
|
|
2017
Q2 | $19K | Buy |
603
+126
| +26% | +$3.97K | ﹤0.01% | 1277 |
|
|
2017
Q1 | $13K | Sell |
477
-310
| -39% | -$8.45K | ﹤0.01% | 1226 |
|
|
2016
Q4 | $23K | Sell |
787
-171
| -18% | -$5K | ﹤0.01% | 975 |
|
|
2016
Q3 | $26K | Buy |
958
+137
| +17% | +$3.72K | ﹤0.01% | 980 |
|
|
2016
Q2 | $23K | Buy |
821
+420
| +105% | +$11.8K | ﹤0.01% | 950 |
|
|
2016
Q1 | $12K | Sell |
401
-374
| -48% | -$11.2K | ﹤0.01% | 1137 |
|
|
2015
Q4 | $28K | Buy |
+775
| New | +$28K | 0.01% | 864 |
|