Wealthspire Advisors (Maryland)’s MBIA MBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-780
| Closed | -$7K | – | 1383 |
|
|
2019
Q1 | $7K | Buy |
780
+8
| +1% | +$72 | ﹤0.01% | 1680 |
|
|
2018
Q4 | $7K | Sell |
772
-1
| -0.1% | -$9 | ﹤0.01% | 1602 |
|
|
2018
Q3 | $8K | Hold |
773
| – | – | ﹤0.01% | 1612 |
|
|
2018
Q2 | $7K | Hold |
773
| – | – | ﹤0.01% | 1666 |
|
|
2018
Q1 | $7K | Hold |
773
| – | – | ﹤0.01% | 1686 |
|
|
2017
Q4 | $6K | Sell |
773
-398
| -34% | -$3.09K | ﹤0.01% | 1776 |
|
|
2017
Q3 | $10K | Hold |
1,171
| – | – | ﹤0.01% | 1578 |
|
|
2017
Q2 | $11K | Buy |
1,171
+53
| +5% | +$498 | ﹤0.01% | 1497 |
|
|
2017
Q1 | $9K | Buy |
1,118
+377
| +51% | +$3.04K | ﹤0.01% | 1367 |
|
|
2016
Q4 | $8K | Hold |
741
| – | – | ﹤0.01% | 1293 |
|
|
2016
Q3 | $6K | Hold |
741
| – | – | ﹤0.01% | 1360 |
|
|
2016
Q2 | $5K | Hold |
741
| – | – | ﹤0.01% | 1341 |
|
|
2016
Q1 | $7K | Sell |
741
-14
| -2% | -$132 | ﹤0.01% | 1257 |
|
|
2015
Q4 | $5K | Buy |
+755
| New | +$5K | ﹤0.01% | 1354 |
|