Wealthspire Advisors (Maryland)’s Check Point Software Technologies CHKP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,066
| Closed | -$784K | – | 441 |
|
|
2019
Q4 | $784K | Buy |
7,066
+745
| +12% | +$82.7K | 0.05% | 206 |
|
|
2019
Q3 | $692K | Buy |
6,321
+284
| +5% | +$31.1K | 0.05% | 201 |
|
|
2019
Q2 | $698K | Buy |
6,037
+291
| +5% | +$33.6K | 0.05% | 196 |
|
|
2019
Q1 | $727K | Sell |
5,746
-188
| -3% | -$23.8K | 0.05% | 185 |
|
|
2018
Q4 | $609K | Sell |
5,934
-73
| -1% | -$7.49K | 0.05% | 187 |
|
|
2018
Q3 | $707K | Buy |
6,007
+377
| +7% | +$44.4K | 0.06% | 185 |
|
|
2018
Q2 | $550K | Sell |
5,630
-177
| -3% | -$17.3K | 0.05% | 219 |
|
|
2018
Q1 | $577K | Buy |
5,807
+478
| +9% | +$47.5K | 0.05% | 215 |
|
|
2017
Q4 | $552K | Buy |
5,329
+494
| +10% | +$51.2K | 0.05% | 233 |
|
|
2017
Q3 | $551K | Buy |
4,835
+757
| +19% | +$86.3K | 0.06% | 224 |
|
|
2017
Q2 | $445K | Buy |
4,078
+2,569
| +170% | +$280K | 0.05% | 249 |
|
|
2017
Q1 | $155K | Buy |
1,509
+146
| +11% | +$15K | 0.02% | 470 |
|
|
2016
Q4 | $115K | Sell |
1,363
-25
| -2% | -$2.11K | 0.02% | 534 |
|
|
2016
Q3 | $108K | Buy |
1,388
+52
| +4% | +$4.05K | 0.02% | 547 |
|
|
2016
Q2 | $106K | Buy |
1,336
+352
| +36% | +$27.9K | 0.02% | 520 |
|
|
2016
Q1 | $86K | Buy |
984
+403
| +69% | +$35.2K | 0.02% | 559 |
|
|
2015
Q4 | $47K | Buy |
+581
| New | +$47K | 0.01% | 731 |
|