Wealthspire Advisors (Maryland)’s BlackBerry BB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-500
| Closed | -$5K | – | 613 |
|
|
2019
Q1 | $5K | Hold |
500
| – | – | ﹤0.01% | 1801 |
|
|
2018
Q4 | $4K | Hold |
500
| – | – | ﹤0.01% | 1786 |
|
|
2018
Q3 | $6K | Hold |
500
| – | – | ﹤0.01% | 1711 |
|
|
2018
Q2 | $5K | Hold |
500
| – | – | ﹤0.01% | 1768 |
|
|
2018
Q1 | $6K | Sell |
500
-500
| -50% | -$6K | ﹤0.01% | 1723 |
|
|
2017
Q4 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 1536 |
|
|
2017
Q3 | $11K | Sell |
1,000
-36
| -3% | -$396 | ﹤0.01% | 1536 |
|
|
2017
Q2 | $10K | Hold |
1,036
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q1 | $8K | Buy |
1,036
+36
| +4% | +$278 | ﹤0.01% | 1397 |
|
|
2016
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1316 |
|
|
2016
Q3 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 1288 |
|
|
2016
Q2 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 1260 |
|
|
2016
Q1 | $8K | Buy |
1,000
+500
| +100% | +$4K | ﹤0.01% | 1226 |
|
|
2015
Q4 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 1340 |
|