Wealthspire Advisors (Maryland)’s Duluth Holdings DLTH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-200
| Closed | -$5K | – | 866 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 1811 |
|
|
2018
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 1713 |
|
|
2018
Q3 | $6K | Sell |
200
-1,000
| -83% | -$30K | ﹤0.01% | 1719 |
|
|
2018
Q2 | $29K | Hold |
1,200
| – | – | ﹤0.01% | 1168 |
|
|
2018
Q1 | $22K | Hold |
1,200
| – | – | ﹤0.01% | 1264 |
|
|
2017
Q4 | $21K | Buy |
1,200
+200
| +20% | +$3.5K | ﹤0.01% | 1304 |
|
|
2017
Q3 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1297 |
|
|
2017
Q2 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1308 |
|
|
2017
Q1 | $21K | Buy |
1,000
+150
| +18% | +$3.15K | ﹤0.01% | 1065 |
|
|
2016
Q4 | $22K | Buy |
850
+415
| +95% | +$10.7K | ﹤0.01% | 988 |
|
|
2016
Q3 | $12K | Hold |
435
| – | – | ﹤0.01% | 1195 |
|
|
2016
Q2 | $11K | Sell |
435
-265
| -38% | -$6.7K | ﹤0.01% | 1179 |
|
|
2016
Q1 | $14K | Buy |
700
+275
| +65% | +$5.5K | ﹤0.01% | 1100 |
|
|
2015
Q4 | $6K | Buy |
+425
| New | +$6K | ﹤0.01% | 1305 |
|