Wealthspire Advisors (Maryland)’s First American FAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $258K | Buy |
5,076
+181
| +4% | +$9.2K | 0.01% | 377 |
|
|
2020
Q2 | $235K | Buy |
4,895
+21
| +0.4% | +$1.01K | 0.02% | 385 |
|
|
2020
Q1 | $207K | Buy |
+4,874
| New | +$207K | 0.02% | 380 |
|
|
2019
Q2 | – | Sell |
-48
| Closed | -$2K | – | 978 |
|
|
2019
Q1 | $2K | Sell |
48
-12
| -20% | -$500 | ﹤0.01% | 2143 |
|
|
2018
Q4 | $3K | Sell |
60
-1,834
| -97% | -$91.7K | ﹤0.01% | 1935 |
|
|
2018
Q3 | $98K | Sell |
1,894
-1,070
| -36% | -$55.4K | 0.01% | 693 |
|
|
2018
Q2 | $153K | Sell |
2,964
-275
| -8% | -$14.2K | 0.01% | 545 |
|
|
2018
Q1 | $190K | Sell |
3,239
-1,127
| -26% | -$66.1K | 0.02% | 489 |
|
|
2017
Q4 | $245K | Sell |
4,366
-883
| -17% | -$49.6K | 0.02% | 422 |
|
|
2017
Q3 | $262K | Buy |
5,249
+47
| +0.9% | +$2.35K | 0.03% | 395 |
|
|
2017
Q2 | $232K | Sell |
5,202
-1,104
| -18% | -$49.2K | 0.03% | 404 |
|
|
2017
Q1 | $248K | Buy |
6,306
+90
| +1% | +$3.54K | 0.04% | 331 |
|
|
2016
Q4 | $228K | Sell |
6,216
-208
| -3% | -$7.63K | 0.03% | 335 |
|
|
2016
Q3 | $252K | Buy |
6,424
+191
| +3% | +$7.49K | 0.04% | 317 |
|
|
2016
Q2 | $251K | Buy |
6,233
+1,437
| +30% | +$57.9K | 0.04% | 304 |
|
|
2016
Q1 | $183K | Buy |
4,796
+246
| +5% | +$9.39K | 0.03% | 384 |
|
|
2015
Q4 | $163K | Buy |
+4,550
| New | +$163K | 0.03% | 412 |
|