Wealthspire Advisors (Maryland)’s Morningstar MORN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-223	Closed	-$28K	–	1427
2019 Q1	$28K	Buy	223 +38	+21%	+$4.57K	﹤0.01%	1139
2018 Q4	$20K	Hold	185	–	–	﹤0.01%	1206
2018 Q3	$23K	Hold	185	–	–	﹤0.01%	1256
2018 Q2	$24K	Hold	185	–	–	﹤0.01%	1242
2018 Q1	$18K	Sell	185 -46	-20%	-$4.42K	﹤0.01%	1330
2017 Q4	$22K	Sell	231 -7	-3%	-$630	﹤0.01%	1299
2017 Q3	$20K	Buy	238 +31	+15%	+$2.53K	﹤0.01%	1301
2017 Q2	$16K	Buy	207 +82	+66%	+$6.19K	﹤0.01%	1342
2017 Q1	$10K	Hold	125	–	–	﹤0.01%	1344
2016 Q4	$9K	Sell	125 -75	-38%	-$5.51K	﹤0.01%	1257
2016 Q3	$16K	Hold	200	–	–	﹤0.01%	1122
2016 Q2	$16K	Hold	200	–	–	﹤0.01%	1071
2016 Q1	$18K	Hold	200	–	–	﹤0.01%	1001
2015 Q4	$16K	Buy	+200	New	+$16.2K	﹤0.01%	1046