WAM
CIVI

Wealthspire Advisors (Maryland)’s Civitas Solutions, Inc. CIVI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CIVI Stock Details CIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,030
Closed -$37K – 1910
2016
Q3 		$37K Hold
2,030
– – 0.01% 870
2016
Q2 		$42K Buy
2,030
+910
+81% +$18.8K 0.01% 786
2016
Q1 		$20K Buy
1,120
+112
+11% +$2K ﹤0.01% 979
2015
Q4 		$29K Buy
+1,008
New +$29K 0.01% 859