WAM
CEB

Wealthspire Advisors (Maryland)’s CEB Inc. CEB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CEB Stock Details CEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-311
Closed -$24K – 2382
2017
Q1 		$24K Sell
311
-135
-30% -$10.4K ﹤0.01% 1029
2016
Q4 		$27K Buy
446
+226
+103% +$13.7K ﹤0.01% 943
2016
Q3 		$12K Buy
+220
New +$12K ﹤0.01% 1218