Wealthspire Advisors (Maryland)’s Howard Hughes HHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-7,689
| Closed | -$381K | – | 518 |
|
|
2020
Q2 | $381K | Sell |
7,689
-1,519
| -16% | -$75.3K | 0.03% | 302 |
|
|
2020
Q1 | $443K | Sell |
9,208
-2,895
| -24% | -$139K | 0.04% | 250 |
|
|
2019
Q4 | $1.46M | Sell |
12,103
-11
| -0.1% | -$1.33K | 0.1% | 125 |
|
|
2019
Q3 | $1.5M | Buy |
12,114
+24
| +0.2% | +$2.97K | 0.11% | 108 |
|
|
2019
Q2 | $1.43M | Hold |
12,090
| – | – | 0.11% | 108 |
|
|
2019
Q1 | $1.27M | Buy |
12,090
+11,764
| +3,609% | +$1.23M | 0.1% | 115 |
|
|
2018
Q4 | $30K | Buy |
326
+13
| +4% | +$1.2K | ﹤0.01% | 1054 |
|
|
2018
Q3 | $37K | Hold |
313
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q2 | $39K | Sell |
313
-157
| -33% | -$19.6K | ﹤0.01% | 1068 |
|
|
2018
Q1 | $62K | Hold |
470
| – | – | 0.01% | 896 |
|
|
2017
Q4 | $59K | Buy |
470
+24
| +5% | +$3.01K | 0.01% | 932 |
|
|
2017
Q3 | $50K | Hold |
446
| – | – | 0.01% | 986 |
|
|
2017
Q2 | $52K | Buy |
446
+158
| +55% | +$18.4K | 0.01% | 937 |
|
|
2017
Q1 | $32K | Sell |
288
-6
| -2% | -$667 | ﹤0.01% | 935 |
|
|
2016
Q4 | $32K | Buy |
294
+131
| +80% | +$14.3K | ﹤0.01% | 890 |
|
|
2016
Q3 | $18K | Hold |
163
| – | – | ﹤0.01% | 1087 |
|
|
2016
Q2 | $18K | Buy |
163
+137
| +527% | +$15.1K | ﹤0.01% | 1028 |
|
|
2016
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 1450 |
|
|
2015
Q4 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 1460 |
|