Wealthspire Advisors (Maryland)’s Brookdale Senior Living BKD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,779
| Closed | -$25K | – | 653 |
|
|
2019
Q1 | $25K | Sell |
3,779
-123
| -3% | -$814 | ﹤0.01% | 1182 |
|
|
2018
Q4 | $26K | Sell |
3,902
-3,728
| -49% | -$24.8K | ﹤0.01% | 1103 |
|
|
2018
Q3 | $75K | Hold |
7,630
| – | – | 0.01% | 804 |
|
|
2018
Q2 | $69K | Buy |
7,630
+7,002
| +1,115% | +$63.3K | 0.01% | 853 |
|
|
2018
Q1 | $4K | Sell |
628
-9,143
| -94% | -$58.2K | ﹤0.01% | 1883 |
|
|
2017
Q4 | $95K | Buy |
9,771
+1,307
| +15% | +$12.7K | 0.01% | 731 |
|
|
2017
Q3 | $90K | Buy |
8,464
+1,976
| +30% | +$21K | 0.01% | 755 |
|
|
2017
Q2 | $95K | Buy |
6,488
+5,843
| +906% | +$85.6K | 0.01% | 712 |
|
|
2017
Q1 | $9K | Buy |
645
+302
| +88% | +$4.21K | ﹤0.01% | 1362 |
|
|
2016
Q4 | $4K | Sell |
343
-33
| -9% | -$385 | ﹤0.01% | 1410 |
|
|
2016
Q3 | $7K | Buy |
376
+47
| +14% | +$875 | ﹤0.01% | 1315 |
|
|
2016
Q2 | $5K | Hold |
329
| – | – | ﹤0.01% | 1332 |
|
|
2016
Q1 | $5K | Hold |
329
| – | – | ﹤0.01% | 1330 |
|
|
2015
Q4 | $6K | Buy |
+329
| New | +$6K | ﹤0.01% | 1300 |
|