Wealthspire Advisors (Maryland)’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-68
| Closed | -$3K | – | 619 |
|
|
2019
Q1 | $3K | Buy |
68
+38
| +127% | +$1.68K | ﹤0.01% | 1974 |
|
|
2018
Q4 | $1K | Sell |
30
-35
| -54% | -$1.17K | ﹤0.01% | 2223 |
|
|
2018
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 1874 |
|
|
2018
Q2 | $4K | Buy |
65
+13
| +25% | +$800 | ﹤0.01% | 1854 |
|
|
2018
Q1 | $3K | Sell |
52
-1,554
| -97% | -$89.7K | ﹤0.01% | 1991 |
|
|
2017
Q4 | $89K | Sell |
1,606
-1,049
| -40% | -$58.1K | 0.01% | 759 |
|
|
2017
Q3 | $149K | Buy |
2,655
+105
| +4% | +$5.89K | 0.02% | 568 |
|
|
2017
Q2 | $160K | Buy |
2,550
+1,529
| +150% | +$95.9K | 0.02% | 529 |
|
|
2017
Q1 | $62K | Buy |
1,021
+8
| +0.8% | +$486 | 0.01% | 746 |
|
|
2016
Q4 | $55K | Hold |
1,013
| – | – | 0.01% | 742 |
|
|
2016
Q3 | $49K | Hold |
1,013
| – | – | 0.01% | 775 |
|
|
2016
Q2 | $46K | Hold |
1,013
| – | – | 0.01% | 757 |
|
|
2016
Q1 | $49K | Hold |
1,013
| – | – | 0.01% | 705 |
|
|
2015
Q4 | $51K | Buy |
+1,013
| New | +$51K | 0.01% | 706 |
|