Wealthspire Advisors (Maryland)’s Honda HMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-5,887
| Closed | -$160K | – | 1141 |
|
2019
Q1 | $160K | Sell |
5,887
-462
| -7% | -$12.6K | 0.01% | 489 |
|
2018
Q4 | $168K | Sell |
6,349
-519
| -8% | -$13.7K | 0.01% | 441 |
|
2018
Q3 | $207K | Buy |
6,868
+236
| +4% | +$7.11K | 0.02% | 444 |
|
2018
Q2 | $194K | Hold |
6,632
| – | – | 0.02% | 472 |
|
2018
Q1 | $230K | Sell |
6,632
-518
| -7% | -$18K | 0.02% | 426 |
|
2017
Q4 | $244K | Buy |
7,150
+5,204
| +267% | +$178K | 0.02% | 423 |
|
2017
Q3 | $58K | Buy |
1,946
+108
| +6% | +$3.22K | 0.01% | 916 |
|
2017
Q2 | $50K | Buy |
1,838
+663
| +56% | +$18K | 0.01% | 951 |
|
2017
Q1 | $36K | Buy |
1,175
+144
| +14% | +$4.41K | 0.01% | 898 |
|
2016
Q4 | $30K | Buy |
1,031
+95
| +10% | +$2.76K | ﹤0.01% | 904 |
|
2016
Q3 | $27K | Hold |
936
| – | – | ﹤0.01% | 971 |
|
2016
Q2 | $24K | Buy |
936
+105
| +13% | +$2.69K | ﹤0.01% | 937 |
|
2016
Q1 | $23K | Sell |
831
-89
| -10% | -$2.46K | ﹤0.01% | 924 |
|
2015
Q4 | $29K | Buy |
+920
| New | +$29K | 0.01% | 851 |
|