Wealthspire Advisors (Maryland)’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $969K | Buy |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $255K | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $32K | Buy |
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|
2018
Q4 | $22K | Buy |
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|
2018
Q3 | $7K | Sell |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | $6K | Buy |
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|
2017
Q4 | $4K | Sell |
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|
2017
Q3 | $8K | Sell |
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|
2017
Q2 | $9K | Buy |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $4K | Buy |
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|
2016
Q3 | $2K | Sell |
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|
2016
Q2 | $40K | Buy |
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