WAM
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Wealthspire Advisors (Maryland)’s BGC Group BGC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-245
Closed -$1K – 637
2019
Q1 		$1K Buy
245
+225
+1,125% +$1.34K ﹤0.01% 2294
2018
Q4 		$0 Buy
+20
New +$132 ﹤0.01% 2432
2018
Q2 		– Sell
-22
Closed – – 2436
2018
Q1 		$0 Sell
22
-8,739
-100% -$78.7K ﹤0.01% 2500
2017
Q4 		$85K Sell
8,761
-6,500
-43% -$65.6K 0.01% 780
2017
Q3 		$142K Hold
15,261
– – 0.02% 585
2017
Q2 		$124K Buy
+15,261
New +$114K 0.01% 603

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