Wealthspire Advisors (Maryland)’s Fidelity National Financial FNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,734
| Closed | -$96K | – | 1028 |
|
|
2019
Q1 | $96K | Sell |
2,734
-310
| -10% | -$10.9K | 0.01% | 652 |
|
|
2018
Q4 | $92K | Sell |
3,044
-235
| -7% | -$7.1K | 0.01% | 632 |
|
|
2018
Q3 | $124K | Hold |
3,279
| – | – | 0.01% | 603 |
|
|
2018
Q2 | $119K | Sell |
3,279
-2
| -0.1% | -$73 | 0.01% | 631 |
|
|
2018
Q1 | $126K | Sell |
3,281
-240
| -7% | -$9.22K | 0.01% | 621 |
|
|
2017
Q4 | $133K | Sell |
3,521
-1,440
| -29% | -$54.4K | 0.01% | 614 |
|
|
2017
Q3 | $163K | Sell |
4,961
-33
| -0.7% | -$1.08K | 0.02% | 549 |
|
|
2017
Q2 | $155K | Buy |
4,994
+189
| +4% | +$5.87K | 0.02% | 540 |
|
|
2017
Q1 | $130K | Sell |
4,805
-1,252
| -21% | -$33.9K | 0.02% | 506 |
|
|
2016
Q4 | $143K | Buy |
6,057
+874
| +17% | +$20.6K | 0.02% | 471 |
|
|
2016
Q3 | $133K | Buy |
5,183
+5,174
| +57,489% | +$133K | 0.02% | 491 |
|
|
2016
Q2 | $0 | Sell |
9
-3,457
| -100% | – | ﹤0.01% | 1733 |
|
|
2016
Q1 | $82K | Hold |
3,466
| – | – | 0.01% | 574 |
|
|
2015
Q4 | $83K | Buy |
+3,466
| New | +$83K | 0.02% | 575 |
|