Wealthspire Advisors (Maryland)’s Bemis BMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-190
| Closed | -$11K | – | 2523 |
|
|
2019
Q1 | $11K | Hold |
190
| – | – | ﹤0.01% | 1513 |
|
|
2018
Q4 | $9K | Buy |
190
+39
| +26% | +$1.85K | ﹤0.01% | 1527 |
|
|
2018
Q3 | $7K | Hold |
151
| – | – | ﹤0.01% | 1696 |
|
|
2018
Q2 | $6K | Sell |
151
-30
| -17% | -$1.19K | ﹤0.01% | 1759 |
|
|
2018
Q1 | $8K | Sell |
181
-99
| -35% | -$4.38K | ﹤0.01% | 1659 |
|
|
2017
Q4 | $13K | Buy |
280
+14
| +5% | +$650 | ﹤0.01% | 1504 |
|
|
2017
Q3 | $12K | Hold |
266
| – | – | ﹤0.01% | 1531 |
|
|
2017
Q2 | $12K | Buy |
266
+122
| +85% | +$5.5K | ﹤0.01% | 1481 |
|
|
2017
Q1 | $7K | Sell |
144
-4
| -3% | -$194 | ﹤0.01% | 1466 |
|
|
2016
Q4 | $7K | Hold |
148
| – | – | ﹤0.01% | 1336 |
|
|
2016
Q3 | $8K | Hold |
148
| – | – | ﹤0.01% | 1308 |
|
|
2016
Q2 | $8K | Hold |
148
| – | – | ﹤0.01% | 1248 |
|
|
2016
Q1 | $8K | Sell |
148
-895
| -86% | -$48.4K | ﹤0.01% | 1241 |
|
|
2015
Q4 | $47K | Buy |
+1,043
| New | +$47K | 0.01% | 734 |
|