Wealthspire Advisors (Maryland)’s Diversified Real Asset Income Fd DRA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-784
| Closed | -$14K | – | 2637 |
|
|
2017
Q2 | $14K | Hold |
784
| – | – | ﹤0.01% | 1419 |
|
|
2017
Q1 | $14K | Hold |
784
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q4 | $12K | Hold |
784
| – | – | ﹤0.01% | 1182 |
|
|
2016
Q3 | $14K | Hold |
784
| – | – | ﹤0.01% | 1173 |
|
|
2016
Q2 | $13K | Hold |
784
| – | – | ﹤0.01% | 1148 |
|
|
2016
Q1 | $12K | Hold |
784
| – | – | ﹤0.01% | 1151 |
|
|
2015
Q4 | $12K | Buy |
+784
| New | +$12K | ﹤0.01% | 1158 |
|