Wealthspire Advisors (Maryland)’s Artisan Partners APAM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,050	Closed	-$26K	–	548
2019 Q1	$26K	Hold	1,050	–	–	﹤0.01%	1165
2018 Q4	$23K	Sell	1,050 -80	-7%	-$2.13K	﹤0.01%	1137
2018 Q3	$37K	Hold	1,130	–	–	﹤0.01%	1070
2018 Q2	$34K	Hold	1,130	–	–	﹤0.01%	1100
2018 Q1	$38K	Buy	1,130 +578	+105%	+$20.9K	﹤0.01%	1087
2017 Q4	$22K	Hold	552	–	–	﹤0.01%	1292
2017 Q3	$18K	Sell	552 -51	-8%	-$1.58K	﹤0.01%	1326
2017 Q2	$19K	Buy	603 +126	+26%	+$3.62K	﹤0.01%	1277
2017 Q1	$13K	Sell	477 -310	-39%	-$8.89K	﹤0.01%	1226
2016 Q4	$23K	Sell	787 -171	-18%	-$4.88K	﹤0.01%	975
2016 Q3	$26K	Buy	958 +137	+17%	+$3.74K	﹤0.01%	980
2016 Q2	$23K	Buy	821 +420	+105%	+$13.2K	﹤0.01%	950
2016 Q1	$12K	Sell	401 -374	-48%	-$10.9K	﹤0.01%	1137
2015 Q4	$28K	Buy	+775	New	+$28.6K	0.01%	864