WAM
CAR icon

Wealthspire Advisors (Maryland)’s Avis CAR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-96
Closed -$3K – 700
2019
Q1 		$3K Buy
96
+14
+17% +$419 ﹤0.01% 1981
2018
Q4 		$2K Sell
82
-13
-14% -$377 ﹤0.01% 2061
2018
Q3 		$3K Buy
95
+15
+19% +$500 ﹤0.01% 2006
2018
Q2 		$3K Sell
80
-172
-68% -$7.49K ﹤0.01% 1982
2018
Q1 		$12K Sell
252
-203
-45% -$9.14K ﹤0.01% 1485
2017
Q4 		$20K Sell
455
-303
-40% -$12.1K ﹤0.01% 1323
2017
Q3 		$29K Buy
758
+45
+6% +$1.51K ﹤0.01% 1165
2017
Q2 		$19K Buy
713
+52
+8% +$1.34K ﹤0.01% 1279
2017
Q1 		$20K Buy
661
+620
+1,512% +$21.5K ﹤0.01% 1077
2016
Q4 		$2K Buy
41
+17
+71% +$616 ﹤0.01% 1538
2016
Q3 		$1K Buy
24
+3
+14% +$109 ﹤0.01% 1623
2016
Q2 		$1K Sell
21
-65
-76% -$1.8K ﹤0.01% 1590
2016
Q1 		$2K Buy
86
+41
+91% +$1.12K ﹤0.01% 1511
2015
Q4 		$2K Buy
+45
New +$1.9K ﹤0.01% 1513

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