Wealthspire Advisors (Maryland)’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-120
| Closed | -$4K | – | 2395 |
|
|
2019
Q1 | $4K | Sell |
120
-5
| -4% | -$167 | ﹤0.01% | 1955 |
|
|
2018
Q4 | $3K | Hold |
125
| – | – | ﹤0.01% | 2027 |
|
|
2018
Q3 | $4K | Buy |
125
+32
| +34% | +$1.02K | ﹤0.01% | 1966 |
|
|
2018
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 2236 |
|
|
2018
Q1 | $2K | Buy |
93
+15
| +19% | +$323 | ﹤0.01% | 2256 |
|
|
2017
Q4 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 2384 |
|
|
2017
Q3 | – | Sell |
-135
| Closed | -$4K | – | 2562 |
|
|
2017
Q2 | $4K | Hold |
135
| – | – | ﹤0.01% | 1863 |
|
|
2017
Q1 | $6K | Sell |
135
-60
| -31% | -$2.67K | ﹤0.01% | 1500 |
|
|
2016
Q4 | $11K | Sell |
195
-180
| -48% | -$10.2K | ﹤0.01% | 1207 |
|
|
2016
Q3 | $17K | Sell |
375
-90
| -19% | -$4.08K | ﹤0.01% | 1111 |
|
|
2016
Q2 | $19K | Hold |
465
| – | – | ﹤0.01% | 1019 |
|
|
2016
Q1 | $17K | Buy |
465
+20
| +4% | +$731 | ﹤0.01% | 1028 |
|
|
2015
Q4 | $15K | Buy |
+445
| New | +$15K | ﹤0.01% | 1082 |
|