WAM
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Wealthspire Advisors (Maryland)’s Professional Diversity Network IPDN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IPDN Stock Details IPDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6
Closed – – 1774
2016
Q2 		$0 Hold
6
– – ﹤0.01% 1751
2016
Q1 		$0 Hold
6
– – ﹤0.01% 1801
2015
Q4 		$1K Buy
+6
New +$1K ﹤0.01% 1625