Wealthspire Advisors (Maryland)’s Barnes Group Inc. B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-701
| Closed | -$36K | – | 2183 |
|
|
2019
Q1 | $36K | Sell |
701
-174
| -20% | -$8.94K | ﹤0.01% | 1044 |
|
|
2018
Q4 | $47K | Buy |
875
+5
| +0.6% | +$269 | ﹤0.01% | 885 |
|
|
2018
Q3 | $62K | Buy |
870
+34
| +4% | +$2.42K | 0.01% | 888 |
|
|
2018
Q2 | $49K | Buy |
836
+78
| +10% | +$4.57K | ﹤0.01% | 986 |
|
|
2018
Q1 | $45K | Sell |
758
-34
| -4% | -$2.02K | ﹤0.01% | 1031 |
|
|
2017
Q4 | $50K | Buy |
792
+37
| +5% | +$2.34K | ﹤0.01% | 1016 |
|
|
2017
Q3 | $53K | Buy |
755
+127
| +20% | +$8.92K | 0.01% | 961 |
|
|
2017
Q2 | $37K | Hold |
628
| – | – | ﹤0.01% | 1056 |
|
|
2017
Q1 | $32K | Buy |
628
+14
| +2% | +$713 | ﹤0.01% | 939 |
|
|
2016
Q4 | $29K | Sell |
614
-128
| -17% | -$6.05K | ﹤0.01% | 921 |
|
|
2016
Q3 | $30K | Buy |
742
+170
| +30% | +$6.87K | ﹤0.01% | 939 |
|
|
2016
Q2 | $19K | Buy |
572
+148
| +35% | +$4.92K | ﹤0.01% | 1017 |
|
|
2016
Q1 | $15K | Buy |
424
+126
| +42% | +$4.46K | ﹤0.01% | 1085 |
|
|
2015
Q4 | $11K | Buy |
+298
| New | +$11K | ﹤0.01% | 1181 |
|