Wealthspire Advisors (Maryland)’s Stride LRN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,053
| Closed | -$36K | – | 1357 |
|
|
2019
Q1 | $36K | Sell |
1,053
-882
| -46% | -$30.2K | ﹤0.01% | 1037 |
|
|
2018
Q4 | $48K | Sell |
1,935
-111
| -5% | -$2.75K | ﹤0.01% | 873 |
|
|
2018
Q3 | $36K | Buy |
2,046
+15
| +0.7% | +$264 | ﹤0.01% | 1076 |
|
|
2018
Q2 | $33K | Sell |
2,031
-74
| -4% | -$1.2K | ﹤0.01% | 1111 |
|
|
2018
Q1 | $30K | Sell |
2,105
-209
| -9% | -$2.98K | ﹤0.01% | 1166 |
|
|
2017
Q4 | $37K | Hold |
2,314
| – | – | ﹤0.01% | 1124 |
|
|
2017
Q3 | $41K | Buy |
2,314
+472
| +26% | +$8.36K | ﹤0.01% | 1050 |
|
|
2017
Q2 | $33K | Hold |
1,842
| – | – | ﹤0.01% | 1094 |
|
|
2017
Q1 | $35K | Sell |
1,842
-52
| -3% | -$988 | 0.01% | 913 |
|
|
2016
Q4 | $33K | Sell |
1,894
-268
| -12% | -$4.67K | ﹤0.01% | 879 |
|
|
2016
Q3 | $31K | Buy |
2,162
+367
| +20% | +$5.26K | ﹤0.01% | 918 |
|
|
2016
Q2 | $22K | Buy |
1,795
+400
| +29% | +$4.9K | ﹤0.01% | 973 |
|
|
2016
Q1 | $14K | Buy |
1,395
+144
| +12% | +$1.45K | ﹤0.01% | 1104 |
|
|
2015
Q4 | $11K | Buy |
+1,251
| New | +$11K | ﹤0.01% | 1172 |
|