Wealthspire Advisors (Maryland)’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-30
| Closed | -$1K | – | 1244 |
|
|
2019
Q1 | $1K | Sell |
30
-40
| -57% | -$1.33K | ﹤0.01% | 2347 |
|
|
2018
Q4 | $3K | Sell |
70
-1
| -1% | -$43 | ﹤0.01% | 1951 |
|
|
2018
Q3 | $5K | Buy |
71
+12
| +20% | +$845 | ﹤0.01% | 1800 |
|
|
2018
Q2 | $4K | Sell |
59
-89
| -60% | -$6.03K | ﹤0.01% | 1885 |
|
|
2018
Q1 | $11K | Sell |
148
-25
| -14% | -$1.86K | ﹤0.01% | 1525 |
|
|
2017
Q4 | $12K | Hold |
173
| – | – | ﹤0.01% | 1516 |
|
|
2017
Q3 | $13K | Buy |
173
+3
| +2% | +$225 | ﹤0.01% | 1474 |
|
|
2017
Q2 | $12K | Sell |
170
-31
| -15% | -$2.19K | ﹤0.01% | 1465 |
|
|
2017
Q1 | $12K | Buy |
+201
| New | +$12K | ﹤0.01% | 1268 |
|
|
2016
Q4 | – | Sell |
-60
| Closed | -$3K | – | 1799 |
|
|
2016
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 1476 |
|
|
2016
Q2 | $3K | Sell |
60
-25
| -29% | -$1.25K | ﹤0.01% | 1435 |
|
|
2016
Q1 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 1389 |
|