Wealthspire Advisors (Maryland)’s Headwaters Inc HW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-84
| Closed | -$2K | – | 2377 |
|
|
2017
Q1 | $2K | Sell |
84
-14
| -14% | -$333 | ﹤0.01% | 1753 |
|
|
2016
Q4 | $2K | Hold |
98
| – | – | ﹤0.01% | 1599 |
|
|
2016
Q3 | $2K | Hold |
98
| – | – | ﹤0.01% | 1600 |
|
|
2016
Q2 | $2K | Hold |
98
| – | – | ﹤0.01% | 1569 |
|
|
2016
Q1 | $2K | Hold |
98
| – | – | ﹤0.01% | 1598 |
|
|
2015
Q4 | $2K | Buy |
+98
| New | +$2K | ﹤0.01% | 1567 |
|