Wealthspire Advisors (Maryland)’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-39
| Closed | -$10K | – | 994 |
|
|
2019
Q1 | $10K | Buy |
39
+25
| +179% | +$6.41K | ﹤0.01% | 1529 |
|
|
2018
Q4 | $3K | Hold |
14
| – | – | ﹤0.01% | 1936 |
|
|
2018
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 2018 |
|
|
2018
Q2 | $3K | Sell |
14
-5
| -26% | -$1.07K | ﹤0.01% | 1996 |
|
|
2018
Q1 | $4K | Buy |
19
+3
| +19% | +$632 | ﹤0.01% | 1902 |
|
|
2017
Q4 | $3K | Buy |
16
+5
| +45% | +$938 | ﹤0.01% | 1983 |
|
|
2017
Q3 | $2K | Sell |
11
-29
| -73% | -$5.27K | ﹤0.01% | 1980 |
|
|
2017
Q2 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 1654 |
|
|
2017
Q1 | – | Sell |
-128
| Closed | -$21K | – | 1955 |
|
|
2016
Q4 | $21K | Buy |
128
+38
| +42% | +$6.23K | ﹤0.01% | 1008 |
|
|
2016
Q3 | $15K | Hold |
90
| – | – | ﹤0.01% | 1135 |
|
|
2016
Q2 | $15K | Hold |
90
| – | – | ﹤0.01% | 1096 |
|
|
2016
Q1 | $14K | Buy |
+90
| New | +$14K | ﹤0.01% | 1101 |
|