Wealthspire Advisors (Maryland)’s Bel Fuse Class B BELFB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-56
| Closed | -$1K | – | 628 |
|
|
2019
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 2293 |
|
|
2018
Q4 | $1K | Sell |
56
-7
| -11% | -$125 | ﹤0.01% | 2224 |
|
|
2018
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2127 |
|
|
2018
Q2 | $1K | Sell |
63
-23
| -27% | -$365 | ﹤0.01% | 2275 |
|
|
2018
Q1 | $2K | Sell |
86
-423
| -83% | -$9.84K | ﹤0.01% | 2136 |
|
|
2017
Q4 | $13K | Hold |
509
| – | – | ﹤0.01% | 1476 |
|
|
2017
Q3 | $16K | Buy |
509
+9
| +2% | +$283 | ﹤0.01% | 1374 |
|
|
2017
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 1454 |
|
|
2017
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 1227 |
|
|
2016
Q4 | $15K | Sell |
500
-5,920
| -92% | -$178K | ﹤0.01% | 1094 |
|
|
2016
Q3 | $155K | Sell |
6,420
-5,604
| -47% | -$135K | 0.02% | 454 |
|
|
2016
Q2 | $214K | Sell |
12,024
-1,846
| -13% | -$32.9K | 0.04% | 347 |
|
|
2016
Q1 | $203K | Hold |
13,870
| – | – | 0.04% | 354 |
|
|
2015
Q4 | $240K | Buy |
+13,870
| New | +$240K | 0.04% | 312 |
|