WAM
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Wealthspire Advisors (Maryland)’s Cimpress CMPR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CMPR Stock Details CMPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,808
Closed -$360K – 2283
2017
Q2 		$360K Hold
3,808
– – 0.04% 296
2017
Q1 		$328K Sell
3,808
-2,500
-40% -$216K 0.05% 271
2016
Q4 		$578K Buy
6,308
+375
+6% +$34K 0.09% 149
2016
Q3 		$600K Hold
5,933
– – 0.09% 147
2016
Q2 		$549K Sell
5,933
-2
-0% -$188 0.09% 150
2016
Q1 		$538K Buy
5,935
+2,125
+56% +$174K 0.09% 143
2015
Q4 		$309K Buy
+3,810
New +$315K 0.06% 252

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Fidelity Investments
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SHIM
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AVC
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HP
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Vanguard Group
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CCM
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BlackRock
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WA
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