WAM
CORE
Wealthspire Advisors (Maryland)’s Core Mark Holding Co., Inc. CORE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-126
| Closed | -$5K | – | 2380 |
|
|
2019
Q1 | $5K | Buy |
126
+94
| +294% | +$3.73K | ﹤0.01% | 1864 |
|
|
2018
Q4 | $1K | Sell |
32
-80
| -71% | -$2.5K | ﹤0.01% | 2380 |
|
|
2018
Q3 | $4K | Buy |
112
+95
| +559% | +$3.39K | ﹤0.01% | 1965 |
|
|
2018
Q2 | $0 | Sell |
17
-138
| -89% | – | ﹤0.01% | 2659 |
|
|
2018
Q1 | $3K | Sell |
155
-287
| -65% | -$5.56K | ﹤0.01% | 2095 |
|
|
2017
Q4 | $14K | Buy |
442
+60
| +16% | +$1.9K | ﹤0.01% | 1470 |
|
|
2017
Q3 | $12K | Sell |
382
-880
| -70% | -$27.6K | ﹤0.01% | 1527 |
|
|
2017
Q2 | $42K | Buy |
1,262
+725
| +135% | +$24.1K | 0.01% | 1014 |
|
|
2017
Q1 | $17K | Buy |
537
+110
| +26% | +$3.48K | ﹤0.01% | 1148 |
|
|
2016
Q4 | $18K | Buy |
427
+123
| +40% | +$5.19K | ﹤0.01% | 1059 |
|
|
2016
Q3 | $11K | Hold |
304
| – | – | ﹤0.01% | 1237 |
|
|
2016
Q2 | $14K | Buy |
304
+152
| +100% | +$7K | ﹤0.01% | 1119 |
|
|
2016
Q1 | $12K | Buy |
152
+140
| +1,167% | +$11.1K | ﹤0.01% | 1146 |
|
|
2015
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1673 |
|