Wealthspire Advisors (Maryland)’s Diamondback Energy FANG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-731
| Closed | -$74K | – | 979 |
|
|
2019
Q1 | $74K | Buy |
731
+331
| +83% | +$33.5K | 0.01% | 749 |
|
|
2018
Q4 | $37K | Buy |
400
+231
| +137% | +$21.4K | ﹤0.01% | 975 |
|
|
2018
Q3 | $23K | Hold |
169
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q2 | $22K | Buy |
169
+6
| +4% | +$781 | ﹤0.01% | 1275 |
|
|
2018
Q1 | $21K | Buy |
163
+5
| +3% | +$644 | ﹤0.01% | 1278 |
|
|
2017
Q4 | $20K | Sell |
158
-72
| -31% | -$9.11K | ﹤0.01% | 1325 |
|
|
2017
Q3 | $23K | Sell |
230
-59
| -20% | -$5.9K | ﹤0.01% | 1249 |
|
|
2017
Q2 | $26K | Buy |
289
+118
| +69% | +$10.6K | ﹤0.01% | 1165 |
|
|
2017
Q1 | $18K | Buy |
171
+75
| +78% | +$7.9K | ﹤0.01% | 1119 |
|
|
2016
Q4 | $10K | Buy |
96
+48
| +100% | +$5K | ﹤0.01% | 1219 |
|
|
2016
Q3 | $5K | Hold |
48
| – | – | ﹤0.01% | 1381 |
|
|
2016
Q2 | $4K | Hold |
48
| – | – | ﹤0.01% | 1377 |
|
|
2016
Q1 | $4K | Buy |
48
+3
| +7% | +$250 | ﹤0.01% | 1385 |
|
|
2015
Q4 | $3K | Buy |
+45
| New | +$3K | ﹤0.01% | 1454 |
|