Wealthspire Advisors (Maryland)’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,332
| Closed | -$147K | – | 2695 |
|
|
2018
Q3 | $147K | Sell |
3,332
-4,837
| -59% | -$213K | 0.01% | 543 |
|
|
2018
Q2 | $291K | Sell |
8,169
-1,088
| -12% | -$38.8K | 0.03% | 370 |
|
|
2018
Q1 | $314K | Sell |
9,257
-4,558
| -33% | -$155K | 0.03% | 353 |
|
|
2017
Q4 | $460K | Sell |
13,815
-749
| -5% | -$24.9K | 0.04% | 271 |
|
|
2017
Q3 | $486K | Sell |
14,564
-1,504
| -9% | -$50.2K | 0.05% | 244 |
|
|
2017
Q2 | $554K | Buy |
16,068
+1,828
| +13% | +$63K | 0.07% | 210 |
|
|
2017
Q1 | $452K | Buy |
14,240
+7,832
| +122% | +$249K | 0.06% | 202 |
|
|
2016
Q4 | $204K | Sell |
6,408
-196
| -3% | -$6.24K | 0.03% | 362 |
|
|
2016
Q3 | $218K | Sell |
6,604
-479
| -7% | -$15.8K | 0.03% | 355 |
|
|
2016
Q2 | $233K | Buy |
7,083
+171
| +2% | +$5.63K | 0.04% | 325 |
|
|
2016
Q1 | $213K | Sell |
6,912
-450
| -6% | -$13.9K | 0.04% | 344 |
|
|
2015
Q4 | $210K | Buy |
+7,362
| New | +$210K | 0.04% | 352 |
|