Wealthspire Advisors (Maryland)’s Education Realty Trust Inc EDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,444
| Closed | -$60K | – | 2613 |
|
|
2018
Q2 | $60K | Buy |
1,444
+42
| +3% | +$1.75K | 0.01% | 904 |
|
|
2018
Q1 | $46K | Sell |
1,402
-10
| -0.7% | -$328 | ﹤0.01% | 1023 |
|
|
2017
Q4 | $49K | Buy |
1,412
+220
| +18% | +$7.64K | ﹤0.01% | 1024 |
|
|
2017
Q3 | $43K | Buy |
1,192
+256
| +27% | +$9.24K | ﹤0.01% | 1039 |
|
|
2017
Q2 | $36K | Hold |
936
| – | – | ﹤0.01% | 1064 |
|
|
2017
Q1 | $38K | Buy |
936
+3
| +0.3% | +$122 | 0.01% | 881 |
|
|
2016
Q4 | $39K | Sell |
933
-191
| -17% | -$7.98K | 0.01% | 845 |
|
|
2016
Q3 | $48K | Buy |
1,124
+172
| +18% | +$7.35K | 0.01% | 786 |
|
|
2016
Q2 | $44K | Buy |
952
+191
| +25% | +$8.83K | 0.01% | 778 |
|
|
2016
Q1 | $32K | Buy |
761
+80
| +12% | +$3.36K | 0.01% | 819 |
|
|
2015
Q4 | $26K | Buy |
+681
| New | +$26K | ﹤0.01% | 900 |
|