Wealthspire Advisors (Maryland)’s StealthGas GASS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-27,644
| Closed | -$76K | – | 2518 |
|
|
2018
Q4 | $76K | Hold |
27,644
| – | – | 0.01% | 698 |
|
|
2018
Q3 | $98K | Hold |
27,644
| – | – | 0.01% | 694 |
|
|
2018
Q2 | $110K | Hold |
27,644
| – | – | 0.01% | 671 |
|
|
2018
Q1 | $111K | Hold |
27,644
| – | – | 0.01% | 674 |
|
|
2017
Q4 | $121K | Hold |
27,644
| – | – | 0.01% | 639 |
|
|
2017
Q3 | $92K | Hold |
27,644
| – | – | 0.01% | 747 |
|
|
2017
Q2 | $90K | Hold |
27,644
| – | – | 0.01% | 726 |
|
|
2017
Q1 | $110K | Sell |
27,644
-2,900
| -9% | -$11.5K | 0.02% | 563 |
|
|
2016
Q4 | $103K | Sell |
30,544
-2,155
| -7% | -$7.27K | 0.02% | 569 |
|
|
2016
Q3 | $113K | Sell |
32,699
-31,249
| -49% | -$108K | 0.02% | 537 |
|
|
2016
Q2 | $242K | Hold |
63,948
| – | – | 0.04% | 315 |
|
|
2016
Q1 | $226K | Hold |
63,948
| – | – | 0.04% | 325 |
|
|
2015
Q4 | $219K | Buy |
+63,948
| New | +$219K | 0.04% | 340 |
|