Wealthspire Advisors (Maryland)’s Alliance Resource Partners ARLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-550
| Closed | -$11K | – | 562 |
|
|
2019
Q1 | $11K | Sell |
550
-140
| -20% | -$2.8K | ﹤0.01% | 1478 |
|
|
2018
Q4 | $12K | Buy |
690
+140
| +25% | +$2.44K | ﹤0.01% | 1388 |
|
|
2018
Q3 | $11K | Hold |
550
| – | – | ﹤0.01% | 1473 |
|
|
2018
Q2 | $10K | Sell |
550
-20
| -4% | -$364 | ﹤0.01% | 1521 |
|
|
2018
Q1 | $10K | Sell |
570
-580
| -50% | -$10.2K | ﹤0.01% | 1560 |
|
|
2017
Q4 | $23K | Sell |
1,150
-140
| -11% | -$2.8K | ﹤0.01% | 1279 |
|
|
2017
Q3 | $25K | Sell |
1,290
-180
| -12% | -$3.49K | ﹤0.01% | 1215 |
|
|
2017
Q2 | $28K | Buy |
1,470
+160
| +12% | +$3.05K | ﹤0.01% | 1141 |
|
|
2017
Q1 | $28K | Buy |
1,310
+840
| +179% | +$18K | ﹤0.01% | 967 |
|
|
2016
Q4 | $11K | Sell |
470
-10
| -2% | -$234 | ﹤0.01% | 1187 |
|
|
2016
Q3 | $11K | Buy |
+480
| New | +$11K | ﹤0.01% | 1223 |
|
|
2016
Q2 | – | Sell |
-600
| Closed | -$7K | – | 1688 |
|
|
2016
Q1 | $7K | Hold |
600
| – | – | ﹤0.01% | 1247 |
|
|
2015
Q4 | $8K | Buy |
+600
| New | +$8K | ﹤0.01% | 1242 |
|