Wealthspire Advisors (Maryland)’s Financial Engines, Inc. FNGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-144
| Closed | -$6K | – | 2624 |
|
|
2018
Q2 | $6K | Sell |
144
-6
| -4% | -$250 | ﹤0.01% | 1762 |
|
|
2018
Q1 | $5K | Sell |
150
-2
| -1% | -$67 | ﹤0.01% | 1868 |
|
|
2017
Q4 | $5K | Buy |
152
+95
| +167% | +$3.13K | ﹤0.01% | 1870 |
|
|
2017
Q3 | $2K | Sell |
57
-38
| -40% | -$1.33K | ﹤0.01% | 2042 |
|
|
2017
Q2 | $3K | Buy |
95
+85
| +850% | +$2.68K | ﹤0.01% | 1945 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 2088 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1915 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1856 |
|
|
2016
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1881 |
|
|
2016
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1931 |
|
|
2015
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1821 |
|