Wealthspire Advisors (Maryland)’s Infinity Property & Casualty C IPCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-40
| Closed | -$5K | – | 2701 |
|
|
2018
Q1 | $5K | Sell |
40
-46
| -53% | -$5.75K | ﹤0.01% | 1869 |
|
|
2017
Q4 | $9K | Buy |
86
+20
| +30% | +$2.09K | ﹤0.01% | 1650 |
|
|
2017
Q3 | $6K | Buy |
66
+4
| +6% | +$364 | ﹤0.01% | 1774 |
|
|
2017
Q2 | $6K | Buy |
62
+46
| +288% | +$4.45K | ﹤0.01% | 1740 |
|
|
2017
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 1745 |
|
|
2016
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1725 |
|
|
2016
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1701 |
|
|
2016
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1667 |
|
|
2016
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1710 |
|
|
2015
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 1691 |
|