Wealthspire Advisors (Maryland)’s FVCBankcorp FVCB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $109K | Buy |
+13,641
| New | +$109K | ﹤0.01% | 465 |
|
2020
Q2 | – | Sell |
-13,641
| Closed | -$145K | – | 454 |
|
2020
Q1 | $145K | Hold |
13,641
| – | – | 0.01% | 405 |
|
2019
Q4 | $191K | Hold |
13,641
| – | – | 0.01% | 476 |
|
2019
Q3 | $192K | Hold |
13,641
| – | – | 0.01% | 443 |
|
2019
Q2 | $212K | Buy |
13,641
+6,410
| +89% | +$99.6K | 0.02% | 424 |
|
2019
Q1 | $98K | Hold |
7,231
| – | – | 0.01% | 647 |
|
2018
Q4 | $102K | Hold |
7,231
| – | – | 0.01% | 595 |
|
2018
Q3 | $115K | Buy |
+7,231
| New | +$115K | 0.01% | 627 |
|