Wealthspire Advisors (Maryland)’s China Fund CHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-706
| Closed | -$14K | – | 748 |
|
|
2019
Q1 | $14K | Hold |
706
| – | – | ﹤0.01% | 1398 |
|
|
2018
Q4 | $12K | Hold |
706
| – | – | ﹤0.01% | 1389 |
|
|
2018
Q3 | $14K | Hold |
706
| – | – | ﹤0.01% | 1418 |
|
|
2018
Q2 | $15K | Hold |
706
| – | – | ﹤0.01% | 1415 |
|
|
2018
Q1 | $16K | Hold |
706
| – | – | ﹤0.01% | 1368 |
|
|
2017
Q4 | $15K | Hold |
706
| – | – | ﹤0.01% | 1422 |
|
|
2017
Q3 | $14K | Hold |
706
| – | – | ﹤0.01% | 1431 |
|
|
2017
Q2 | $13K | Hold |
706
| – | – | ﹤0.01% | 1426 |
|
|
2017
Q1 | $12K | Buy |
706
+36
| +5% | +$612 | ﹤0.01% | 1259 |
|
|
2016
Q4 | $10K | Hold |
670
| – | – | ﹤0.01% | 1213 |
|
|
2016
Q3 | $11K | Hold |
670
| – | – | ﹤0.01% | 1224 |
|
|
2016
Q2 | $10K | Buy |
+670
| New | +$10K | ﹤0.01% | 1195 |
|
|
2016
Q1 | – | Sell |
-771
| Closed | -$12K | – | 1752 |
|
|
2015
Q4 | $12K | Buy |
+771
| New | +$12K | ﹤0.01% | 1136 |
|