Wealthspire Advisors (Maryland)’s Magna International MGA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-898
| Closed | -$44K | – | 1401 |
|
|
2019
Q1 | $44K | Sell |
898
-104
| -10% | -$5.1K | ﹤0.01% | 939 |
|
|
2018
Q4 | $46K | Sell |
1,002
-945
| -49% | -$43.4K | ﹤0.01% | 892 |
|
|
2018
Q3 | $102K | Sell |
1,947
-328
| -14% | -$17.2K | 0.01% | 676 |
|
|
2018
Q2 | $132K | Sell |
2,275
-1,401
| -38% | -$81.3K | 0.01% | 592 |
|
|
2018
Q1 | $207K | Sell |
3,676
-75
| -2% | -$4.22K | 0.02% | 461 |
|
|
2017
Q4 | $213K | Sell |
3,751
-244
| -6% | -$13.9K | 0.02% | 460 |
|
|
2017
Q3 | $213K | Hold |
3,995
| – | – | 0.02% | 453 |
|
|
2017
Q2 | $185K | Sell |
3,995
-535
| -12% | -$24.8K | 0.02% | 477 |
|
|
2017
Q1 | $196K | Sell |
4,530
-340
| -7% | -$14.7K | 0.03% | 400 |
|
|
2016
Q4 | $211K | Sell |
4,870
-425
| -8% | -$18.4K | 0.03% | 353 |
|
|
2016
Q3 | $227K | Sell |
5,295
-50
| -0.9% | -$2.14K | 0.04% | 343 |
|
|
2016
Q2 | $187K | Hold |
5,345
| – | – | 0.03% | 383 |
|
|
2016
Q1 | $230K | Buy |
5,345
+62
| +1% | +$2.67K | 0.04% | 319 |
|
|
2015
Q4 | $214K | Buy |
+5,283
| New | +$214K | 0.04% | 345 |
|