Wealthspire Advisors (Maryland)’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-431
| Closed | -$62K | – | 2677 |
|
|
2018
Q4 | $62K | Buy |
431
+9
| +2% | +$1.3K | 0.01% | 767 |
|
|
2018
Q3 | $60K | Hold |
422
| – | – | ﹤0.01% | 902 |
|
|
2018
Q2 | $52K | Buy |
422
+27
| +7% | +$3.33K | ﹤0.01% | 967 |
|
|
2018
Q1 | $46K | Sell |
395
-16
| -4% | -$1.86K | ﹤0.01% | 1022 |
|
|
2017
Q4 | $49K | Buy |
411
+40
| +11% | +$4.77K | ﹤0.01% | 1023 |
|
|
2017
Q3 | $43K | Sell |
371
-314
| -46% | -$36.4K | ﹤0.01% | 1037 |
|
|
2017
Q2 | $74K | Buy |
685
+415
| +154% | +$44.8K | 0.01% | 813 |
|
|
2017
Q1 | $29K | Sell |
270
-427
| -61% | -$45.9K | ﹤0.01% | 966 |
|
|
2016
Q4 | $85K | Buy |
697
+23
| +3% | +$2.81K | 0.01% | 632 |
|
|
2016
Q3 | $92K | Buy |
674
+16
| +2% | +$2.18K | 0.01% | 595 |
|
|
2016
Q2 | $80K | Buy |
658
+282
| +75% | +$34.3K | 0.01% | 593 |
|
|
2016
Q1 | $39K | Sell |
376
-93
| -20% | -$9.65K | 0.01% | 771 |
|
|
2015
Q4 | $49K | Buy |
+469
| New | +$49K | 0.01% | 722 |
|