Wealthspire Advisors (Maryland)’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $969K | Buy |
2,716
+1,529
| +129% | +$546K | 0.03% | 194 |
|
|
2020
Q2 | $396K | Buy |
1,187
+304
| +34% | +$101K | 0.03% | 294 |
|
|
2020
Q1 | $255K | Sell |
883
-233
| -21% | -$67.3K | 0.02% | 335 |
|
|
2019
Q4 | $288K | Buy |
1,116
+148
| +15% | +$38.2K | 0.02% | 386 |
|
|
2019
Q3 | $211K | Buy |
+968
| New | +$211K | 0.02% | 425 |
|
|
2019
Q2 | – | Sell |
-161
| Closed | -$32K | – | 1438 |
|
|
2019
Q1 | $32K | Buy |
161
+11
| +7% | +$2.19K | ﹤0.01% | 1081 |
|
|
2018
Q4 | $22K | Buy |
150
+109
| +266% | +$16K | ﹤0.01% | 1165 |
|
|
2018
Q3 | $7K | Sell |
41
-47
| -53% | -$8.02K | ﹤0.01% | 1666 |
|
|
2018
Q2 | $15K | Buy |
88
+51
| +138% | +$8.69K | ﹤0.01% | 1421 |
|
|
2018
Q1 | $6K | Buy |
37
+6
| +19% | +$973 | ﹤0.01% | 1747 |
|
|
2017
Q4 | $4K | Sell |
31
-40
| -56% | -$5.16K | ﹤0.01% | 1910 |
|
|
2017
Q3 | $8K | Sell |
71
-17
| -19% | -$1.92K | ﹤0.01% | 1657 |
|
|
2017
Q2 | $9K | Buy |
88
+10
| +13% | +$1.02K | ﹤0.01% | 1576 |
|
|
2017
Q1 | $8K | Buy |
78
+23
| +42% | +$2.36K | ﹤0.01% | 1407 |
|
|
2016
Q4 | $4K | Buy |
55
+34
| +162% | +$2.47K | ﹤0.01% | 1426 |
|
|
2016
Q3 | $2K | Sell |
21
-493
| -96% | -$47K | ﹤0.01% | 1558 |
|
|
2016
Q2 | $40K | Buy |
+514
| New | +$40K | 0.01% | 795 |
|