Wealthspire Advisors (Maryland)’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-194
| Closed | -$12K | – | 865 |
|
|
2019
Q1 | $12K | Buy |
194
+8
| +4% | +$495 | ﹤0.01% | 1452 |
|
|
2018
Q4 | $12K | Hold |
186
| – | – | ﹤0.01% | 1390 |
|
|
2018
Q3 | $13K | Hold |
186
| – | – | ﹤0.01% | 1430 |
|
|
2018
Q2 | $11K | Hold |
186
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q1 | $12K | Sell |
186
-264
| -59% | -$17K | ﹤0.01% | 1490 |
|
|
2017
Q4 | $28K | Hold |
450
| – | – | ﹤0.01% | 1219 |
|
|
2017
Q3 | $26K | Buy |
450
+185
| +70% | +$10.7K | ﹤0.01% | 1204 |
|
|
2017
Q2 | $13K | Buy |
+265
| New | +$13K | ﹤0.01% | 1429 |
|
|
2016
Q2 | – | Sell |
-50
| Closed | -$2K | – | 1716 |
|
|
2016
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1520 |
|