Wealthspire Advisors (Maryland)’s Great Western Bancorp, Inc. GWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-215
| Closed | -$7K | – | 2360 |
|
|
2019
Q1 | $7K | Buy |
215
+7
| +3% | +$228 | ﹤0.01% | 1716 |
|
|
2018
Q4 | $7K | Buy |
208
+63
| +43% | +$2.12K | ﹤0.01% | 1623 |
|
|
2018
Q3 | $6K | Sell |
145
-38
| -21% | -$1.57K | ﹤0.01% | 1757 |
|
|
2018
Q2 | $8K | Buy |
183
+47
| +35% | +$2.06K | ﹤0.01% | 1638 |
|
|
2018
Q1 | $5K | Hold |
136
| – | – | ﹤0.01% | 1852 |
|
|
2017
Q4 | $5K | Buy |
136
+64
| +89% | +$2.35K | ﹤0.01% | 1862 |
|
|
2017
Q3 | $3K | Hold |
72
| – | – | ﹤0.01% | 1937 |
|
|
2017
Q2 | $3K | Hold |
72
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q1 | $3K | Hold |
72
| – | – | ﹤0.01% | 1648 |
|
|
2016
Q4 | $3K | Hold |
72
| – | – | ﹤0.01% | 1509 |
|
|
2016
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 1582 |
|
|
2016
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 1544 |
|
|
2016
Q1 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 1572 |
|