Wealthspire Advisors (Maryland)’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,316
| Closed | -$10K | – | 624 |
|
|
2019
Q1 | $10K | Buy |
1,316
+1,107
| +530% | +$8.41K | ﹤0.01% | 1518 |
|
|
2018
Q4 | $2K | Sell |
209
-2,742
| -93% | -$26.2K | ﹤0.01% | 2057 |
|
|
2018
Q3 | $25K | Sell |
2,951
-1,510
| -34% | -$12.8K | ﹤0.01% | 1212 |
|
|
2018
Q2 | $43K | Sell |
4,461
-285
| -6% | -$2.75K | ﹤0.01% | 1028 |
|
|
2018
Q1 | $54K | Sell |
4,746
-447
| -9% | -$5.09K | 0.01% | 944 |
|
|
2017
Q4 | $54K | Sell |
5,193
-884
| -15% | -$9.19K | 0.01% | 968 |
|
|
2017
Q3 | $60K | Sell |
6,077
-414
| -6% | -$4.09K | 0.01% | 898 |
|
|
2017
Q2 | $65K | Buy |
6,491
+3,706
| +133% | +$37.1K | 0.01% | 847 |
|
|
2017
Q1 | $30K | Buy |
2,785
+2,072
| +291% | +$22.3K | ﹤0.01% | 949 |
|
|
2016
Q4 | $7K | Sell |
713
-1,196
| -63% | -$11.7K | ﹤0.01% | 1317 |
|
|
2016
Q3 | $16K | Buy |
1,909
+124
| +7% | +$1.04K | ﹤0.01% | 1118 |
|
|
2016
Q2 | $13K | Buy |
1,785
+381
| +27% | +$2.78K | ﹤0.01% | 1127 |
|
|
2016
Q1 | $11K | Buy |
1,404
+165
| +13% | +$1.29K | ﹤0.01% | 1156 |
|
|
2015
Q4 | $15K | Buy |
+1,239
| New | +$15K | ﹤0.01% | 1062 |
|