Wealthspire Advisors (Maryland)’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,139
| Closed | -$20K | – | 939 |
|
|
2019
Q1 | $20K | Sell |
2,139
-615
| -22% | -$5.75K | ﹤0.01% | 1270 |
|
|
2018
Q4 | $24K | Buy |
2,754
+123
| +5% | +$1.07K | ﹤0.01% | 1127 |
|
|
2018
Q3 | $23K | Buy |
2,631
+139
| +6% | +$1.22K | ﹤0.01% | 1247 |
|
|
2018
Q2 | $19K | Hold |
2,492
| – | – | ﹤0.01% | 1323 |
|
|
2018
Q1 | $16K | Sell |
2,492
-2,022
| -45% | -$13K | ﹤0.01% | 1369 |
|
|
2017
Q4 | $30K | Buy |
4,514
+839
| +23% | +$5.58K | ﹤0.01% | 1192 |
|
|
2017
Q3 | $21K | Buy |
3,675
+66
| +2% | +$377 | ﹤0.01% | 1285 |
|
|
2017
Q2 | $26K | Buy |
3,609
+1,615
| +81% | +$11.6K | ﹤0.01% | 1164 |
|
|
2017
Q1 | $13K | Buy |
1,994
+1,611
| +421% | +$10.5K | ﹤0.01% | 1233 |
|
|
2016
Q4 | $2K | Buy |
383
+269
| +236% | +$1.41K | ﹤0.01% | 1546 |
|
|
2016
Q3 | $1K | Buy |
+114
| New | +$1K | ﹤0.01% | 1635 |
|
|
2016
Q2 | – | Sell |
-561
| Closed | -$6K | – | 1722 |
|
|
2016
Q1 | $6K | Buy |
561
+220
| +65% | +$2.35K | ﹤0.01% | 1296 |
|
|
2015
Q4 | $3K | Buy |
+341
| New | +$3K | ﹤0.01% | 1451 |
|