Wealthspire Advisors (Maryland)’s El Paso Electric Company EE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-107
| Closed | -$6K | – | 2588 |
|
|
2019
Q1 | $6K | Buy |
107
+40
| +60% | +$2.24K | ﹤0.01% | 1793 |
|
|
2018
Q4 | $3K | Sell |
67
-28
| -29% | -$1.25K | ﹤0.01% | 2040 |
|
|
2018
Q3 | $5K | Buy |
95
+28
| +42% | +$1.47K | ﹤0.01% | 1864 |
|
|
2018
Q2 | $4K | Buy |
67
+11
| +20% | +$657 | ﹤0.01% | 1959 |
|
|
2018
Q1 | $3K | Buy |
56
+19
| +51% | +$1.02K | ﹤0.01% | 2118 |
|
|
2017
Q4 | $2K | Buy |
37
+27
| +270% | +$1.46K | ﹤0.01% | 2231 |
|
|
2017
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2224 |
|
|
2017
Q1 | – | Sell |
-278
| Closed | -$13K | – | 2135 |
|
|
2016
Q4 | $13K | Sell |
278
-1,144
| -80% | -$53.5K | ﹤0.01% | 1155 |
|
|
2016
Q3 | $67K | Buy |
1,422
+32
| +2% | +$1.51K | 0.01% | 705 |
|
|
2016
Q2 | $66K | Buy |
1,390
+613
| +79% | +$29.1K | 0.01% | 658 |
|
|
2016
Q1 | $36K | Buy |
+777
| New | +$36K | 0.01% | 789 |
|