Wealthspire Advisors (Maryland)’s Convergys CVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-353
| Closed | -$8K | – | 2690 |
|
|
2018
Q3 | $8K | Buy |
353
+3
| +0.9% | +$68 | ﹤0.01% | 1632 |
|
|
2018
Q2 | $9K | Sell |
350
-15
| -4% | -$386 | ﹤0.01% | 1602 |
|
|
2018
Q1 | $8K | Sell |
365
-12
| -3% | -$263 | ﹤0.01% | 1662 |
|
|
2017
Q4 | $9K | Buy |
377
+41
| +12% | +$979 | ﹤0.01% | 1649 |
|
|
2017
Q3 | $9K | Hold |
336
| – | – | ﹤0.01% | 1633 |
|
|
2017
Q2 | $8K | Hold |
336
| – | – | ﹤0.01% | 1642 |
|
|
2017
Q1 | $7K | Hold |
336
| – | – | ﹤0.01% | 1468 |
|
|
2016
Q4 | $8K | Hold |
336
| – | – | ﹤0.01% | 1310 |
|
|
2016
Q3 | $10K | Hold |
336
| – | – | ﹤0.01% | 1259 |
|
|
2016
Q2 | $8K | Sell |
336
-85
| -20% | -$2.02K | ﹤0.01% | 1251 |
|
|
2016
Q1 | $12K | Buy |
421
+85
| +25% | +$2.42K | ﹤0.01% | 1149 |
|
|
2015
Q4 | $8K | Buy |
+336
| New | +$8K | ﹤0.01% | 1263 |
|