Wealthspire Advisors (Maryland)’s DST Systems Inc. DST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-203
| Closed | -$17K | – | 2735 |
|
|
2018
Q1 | $17K | Sell |
203
-292
| -59% | -$24.5K | ﹤0.01% | 1363 |
|
|
2017
Q4 | $31K | Sell |
495
-114
| -19% | -$7.14K | ﹤0.01% | 1188 |
|
|
2017
Q3 | $33K | Sell |
609
-194
| -24% | -$10.5K | ﹤0.01% | 1122 |
|
|
2017
Q2 | $50K | Buy |
803
+137
| +21% | +$8.53K | 0.01% | 953 |
|
|
2017
Q1 | $41K | Buy |
666
+308
| +86% | +$19K | 0.01% | 856 |
|
|
2016
Q4 | $19K | Sell |
358
-120
| -25% | -$6.37K | ﹤0.01% | 1042 |
|
|
2016
Q3 | $28K | Buy |
478
+20
| +4% | +$1.17K | ﹤0.01% | 964 |
|
|
2016
Q2 | $27K | Buy |
458
+200
| +78% | +$11.8K | ﹤0.01% | 907 |
|
|
2016
Q1 | $15K | Buy |
258
+50
| +24% | +$2.91K | ﹤0.01% | 1090 |
|
|
2015
Q4 | $12K | Buy |
+208
| New | +$12K | ﹤0.01% | 1160 |
|