WAM
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Wealthspire Advisors (Maryland)’s Enterprise Financial Services Corp EFSC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-231
Closed -$9K – 893
2019
Q1 		$9K Buy
231
+17
+8% +$731 ﹤0.01% 1573
2018
Q4 		$8K Sell
214
-738
-78% -$32.9K ﹤0.01% 1542
2018
Q3 		$51K Sell
952
-357
-27% -$19.9K ﹤0.01% 960
2018
Q2 		$71K Buy
+1,309
New +$68.5K 0.01% 837

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