WAM
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Wealthspire Advisors (Maryland)’s CACI CACI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-553
Closed -$101K – 700
2019
Q1 		$101K Sell
553
-165
-23% -$28.1K 0.01% 634
2018
Q4 		$103K Sell
718
-377
-34% -$64.2K 0.01% 591
2018
Q3 		$202K Sell
1,095
-202
-16% -$37.3K 0.02% 453
2018
Q2 		$219K Sell
1,297
-12
-0.9% -$1.94K 0.02% 438
2018
Q1 		$198K Sell
1,309
-94
-7% -$13.7K 0.02% 472
2017
Q4 		$186K Buy
1,403
+19
+1% +$2.56K 0.02% 514
2017
Q3 		$193K Sell
1,384
-164
-11% -$21.2K 0.02% 485
2017
Q2 		$194K Sell
1,548
-233
-13% -$28.3K 0.02% 458
2017
Q1 		$209K Buy
1,781
+64
+4% +$7.96K 0.03% 376
2016
Q4 		$213K Sell
1,717
-438
-20% -$50.6K 0.03% 352
2016
Q3 		$217K Buy
2,155
+90
+4% +$8.68K 0.03% 357
2016
Q2 		$187K Buy
2,065
+599
+41% +$59.5K 0.03% 382
2016
Q1 		$156K Buy
1,466
+52
+4% +$4.86K 0.03% 416
2015
Q4 		$131K Buy
+1,414
New +$131K 0.02% 464

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