Wealthspire Advisors (Maryland)’s Calpine Corporation CPN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-536
| Closed | -$8K | – | 2743 |
|
2017
Q4 | $8K | Buy |
536
+161
| +43% | +$2.4K | ﹤0.01% | 1707 |
|
2017
Q3 | $6K | Buy |
375
+10
| +3% | +$160 | ﹤0.01% | 1775 |
|
2017
Q2 | $5K | Buy |
365
+148
| +68% | +$2.03K | ﹤0.01% | 1796 |
|
2017
Q1 | $2K | Buy |
217
+55
| +34% | +$507 | ﹤0.01% | 1747 |
|
2016
Q4 | $2K | Buy |
162
+48
| +42% | +$593 | ﹤0.01% | 1596 |
|
2016
Q3 | $1K | Hold |
114
| – | – | ﹤0.01% | 1704 |
|
2016
Q2 | $2K | Hold |
114
| – | – | ﹤0.01% | 1564 |
|
2016
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 1591 |
|
2015
Q4 | $2K | Buy |
+114
| New | +$2K | ﹤0.01% | 1563 |
|