Wealthspire Advisors (Maryland)’s Jefferies Financial Group JEF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,453	Closed	-$24K	–	1236
2019 Q1	$24K	Buy	1,453 +105	+8%	+$1.85K	﹤0.01%	1201
2018 Q4	$21K	Buy	1,348 +912	+209%	+$16.7K	﹤0.01%	1188
2018 Q3	$9K	Sell	436 -40	-8%	-$834	﹤0.01%	1561
2018 Q2	$10K	Sell	476 -21	-4%	-$440	﹤0.01%	1541
2018 Q1	$10K	Sell	497 -96	-16%	-$2.18K	﹤0.01%	1572
2017 Q4	$14K	Buy	593 +271	+84%	+$6.25K	﹤0.01%	1457
2017 Q3	$7K	Buy	322 +7	+2%	+$157	﹤0.01%	1688
2017 Q2	$7K	Buy	315 +8	+3%	+$182	﹤0.01%	1658
2017 Q1	$7K	Buy	307 +148	+93%	+$3.31K	﹤0.01%	1448
2016 Q4	$3K	Sell	159 -91	-36%	-$1.7K	﹤0.01%	1479
2016 Q3	$4K	Buy	250 +47	+23%	+$779	﹤0.01%	1431
2016 Q2	$3K	Buy	203 +99	+95%	+$1.51K	﹤0.01%	1436
2016 Q1	$2K	Buy	104 +38	+58%	+$535	﹤0.01%	1537
2015 Q4	$1K	Buy	+66	New	+$1.1K	﹤0.01%	1628