Wealthspire Advisors (Maryland)’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,722
| Closed | -$13K | – | 1015 |
|
|
2019
Q1 | $13K | Sell |
1,722
-383
| -18% | -$2.89K | ﹤0.01% | 1424 |
|
|
2018
Q4 | $12K | Sell |
2,105
-16,221
| -89% | -$92.5K | ﹤0.01% | 1394 |
|
|
2018
Q3 | $181K | Buy |
18,326
+259
| +1% | +$2.56K | 0.01% | 487 |
|
|
2018
Q2 | $192K | Buy |
18,067
+2,147
| +13% | +$22.8K | 0.02% | 477 |
|
|
2018
Q1 | $196K | Sell |
15,920
-39
| -0.2% | -$480 | 0.02% | 477 |
|
|
2017
Q4 | $216K | Sell |
15,959
-5,591
| -26% | -$75.7K | 0.02% | 454 |
|
|
2017
Q3 | $269K | Sell |
21,550
-43
| -0.2% | -$537 | 0.03% | 389 |
|
|
2017
Q2 | $265K | Buy |
21,593
+2,419
| +13% | +$29.7K | 0.03% | 371 |
|
|
2017
Q1 | $243K | Sell |
19,174
-2,342
| -11% | -$29.7K | 0.03% | 338 |
|
|
2016
Q4 | $233K | Sell |
21,516
-17
| -0.1% | -$184 | 0.03% | 328 |
|
|
2016
Q3 | $221K | Buy |
21,533
+166
| +0.8% | +$1.7K | 0.03% | 352 |
|
|
2016
Q2 | $190K | Sell |
21,367
-7
| -0% | -$62 | 0.03% | 375 |
|
|
2016
Q1 | $194K | Sell |
21,374
-7,272
| -25% | -$66K | 0.03% | 367 |
|
|
2015
Q4 | $242K | Buy |
+28,646
| New | +$242K | 0.05% | 308 |
|