WAM
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Wealthspire Advisors (Maryland)’s Cabot Corp CBT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-301
Closed -$13K – 709
2019
Q1 		$13K Buy
301
+47
+19% +$2.11K ﹤0.01% 1418
2018
Q4 		$11K Buy
254
+4
+2% +$199 ﹤0.01% 1416
2018
Q3 		$16K Hold
250
– – ﹤0.01% 1383
2018
Q2 		$15K Hold
250
– – ﹤0.01% 1416
2018
Q1 		$14K Buy
250
+1
+0.4% +$63 ﹤0.01% 1425
2017
Q4 		$15K Sell
249
-4
-2% -$240 ﹤0.01% 1421
2017
Q3 		$14K Sell
253
-7
-3% -$374 ﹤0.01% 1430
2017
Q2 		$14K Buy
260
+42
+19% +$2.3K ﹤0.01% 1385
2017
Q1 		$13K Buy
218
+23
+12% +$1.31K ﹤0.01% 1229
2016
Q4 		$10K Sell
195
-3
-2% -$155 ﹤0.01% 1212
2016
Q3 		$10K Sell
198
-2
-1% -$99 ﹤0.01% 1243
2016
Q2 		$9K Hold
200
– – ﹤0.01% 1222
2016
Q1 		$10K Hold
200
– – ﹤0.01% 1178
2015
Q4 		$8K Buy
+200
New +$7.91K ﹤0.01% 1244

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return