Wealthspire Advisors (Maryland)’s Comstock Holding Companies CHCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $29K | Sell |
12,000
-8,774
| -42% | -$21.2K | ﹤0.01% | 480 |
|
|
2020
Q2 | $58K | Hold |
20,774
| – | – | ﹤0.01% | 440 |
|
|
2020
Q1 | $31K | Hold |
20,774
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $40K | Hold |
20,774
| – | – | ﹤0.01% | 493 |
|
|
2019
Q3 | $40K | Hold |
20,774
| – | – | ﹤0.01% | 459 |
|
|
2019
Q2 | $55K | Buy |
20,774
+6,000
| +41% | +$15.9K | ﹤0.01% | 453 |
|
|
2019
Q1 | $32K | Buy |
14,774
+6,000
| +68% | +$13K | ﹤0.01% | 1077 |
|
|
2018
Q4 | $15K | Hold |
8,774
| – | – | ﹤0.01% | 1311 |
|
|
2018
Q3 | $21K | Hold |
8,774
| – | – | ﹤0.01% | 1286 |
|
|
2018
Q2 | $23K | Hold |
8,774
| – | – | ﹤0.01% | 1254 |
|
|
2018
Q1 | $14K | Hold |
8,774
| – | – | ﹤0.01% | 1426 |
|
|
2017
Q4 | $16K | Hold |
8,774
| – | – | ﹤0.01% | 1391 |
|
|
2017
Q3 | $15K | Hold |
8,774
| – | – | ﹤0.01% | 1397 |
|
|
2017
Q2 | $17K | Hold |
8,774
| – | – | ﹤0.01% | 1320 |
|
|
2017
Q1 | $19K | Hold |
8,774
| – | – | ﹤0.01% | 1094 |
|
|
2016
Q4 | $16K | Sell |
8,774
-28,587
| -77% | -$52.1K | ﹤0.01% | 1080 |
|
|
2016
Q3 | $69K | Buy |
37,361
+4,571
| +14% | +$8.44K | 0.01% | 692 |
|
|
2016
Q2 | $58K | Hold |
32,790
| – | – | 0.01% | 698 |
|
|
2016
Q1 | $59K | Buy |
32,790
+24,016
| +274% | +$43.2K | 0.01% | 659 |
|
|
2015
Q4 | $13K | Buy |
+8,774
| New | +$13K | ﹤0.01% | 1112 |
|