Wealthspire Advisors (Maryland)’s Designer Brands DBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-184
| Closed | -$4K | – | 843 |
|
|
2019
Q1 | $4K | Buy |
184
+40
| +28% | +$870 | ﹤0.01% | 1889 |
|
|
2018
Q4 | $4K | Sell |
144
-48
| -25% | -$1.33K | ﹤0.01% | 1803 |
|
|
2018
Q3 | $7K | Buy |
192
+48
| +33% | +$1.75K | ﹤0.01% | 1645 |
|
|
2018
Q2 | $4K | Buy |
144
+27
| +23% | +$750 | ﹤0.01% | 1868 |
|
|
2018
Q1 | $3K | Buy |
117
+7
| +6% | +$179 | ﹤0.01% | 2003 |
|
|
2017
Q4 | $2K | Buy |
110
+48
| +77% | +$873 | ﹤0.01% | 2104 |
|
|
2017
Q3 | $1K | Buy |
62
+47
| +313% | +$758 | ﹤0.01% | 2078 |
|
|
2017
Q2 | $0 | Buy |
+15
| New | – | ﹤0.01% | 2209 |
|
|
2016
Q1 | – | Sell |
-41
| Closed | -$1K | – | 1761 |
|
|
2015
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 1608 |
|