Wealthspire Advisors (Maryland)’s Associated Banc-Corp ASB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,705
| Closed | -$58K | – | 569 |
|
2019
Q1 | $58K | Sell |
2,705
-1,240
| -31% | -$26.6K | ﹤0.01% | 842 |
|
2018
Q4 | $78K | Sell |
3,945
-287
| -7% | -$5.68K | 0.01% | 689 |
|
2018
Q3 | $110K | Hold |
4,232
| – | – | 0.01% | 643 |
|
2018
Q2 | $116K | Sell |
4,232
-5,214
| -55% | -$143K | 0.01% | 645 |
|
2018
Q1 | $235K | Buy |
9,446
+6,525
| +223% | +$162K | 0.02% | 422 |
|
2017
Q4 | $74K | Buy |
2,921
+22
| +0.8% | +$557 | 0.01% | 838 |
|
2017
Q3 | $70K | Buy |
2,899
+226
| +8% | +$5.46K | 0.01% | 845 |
|
2017
Q2 | $67K | Hold |
2,673
| – | – | 0.01% | 837 |
|
2017
Q1 | $65K | Buy |
2,673
+106
| +4% | +$2.58K | 0.01% | 728 |
|
2016
Q4 | $63K | Sell |
2,567
-937
| -27% | -$23K | 0.01% | 715 |
|
2016
Q3 | $69K | Hold |
3,504
| – | – | 0.01% | 691 |
|
2016
Q2 | $60K | Hold |
3,504
| – | – | 0.01% | 686 |
|
2016
Q1 | $63K | Buy |
3,504
+61
| +2% | +$1.1K | 0.01% | 640 |
|
2015
Q4 | $65K | Buy |
+3,443
| New | +$65K | 0.01% | 642 |
|