Wealthspire Advisors (Maryland)’s MVB Financial MVBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,750
| Closed | -$27K | – | 1461 |
|
|
2019
Q1 | $27K | Hold |
1,750
| – | – | ﹤0.01% | 1156 |
|
|
2018
Q4 | $32K | Hold |
1,750
| – | – | ﹤0.01% | 1029 |
|
|
2018
Q3 | $32K | Hold |
1,750
| – | – | ﹤0.01% | 1121 |
|
|
2018
Q2 | $32K | Hold |
1,750
| – | – | ﹤0.01% | 1124 |
|
|
2018
Q1 | $35K | Buy |
1,750
+500
| +40% | +$10K | ﹤0.01% | 1116 |
|
|
2017
Q4 | $25K | Buy |
+1,250
| New | +$25K | ﹤0.01% | 1258 |
|