Wealthspire Advisors (Maryland)’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,252
| Closed | -$95K | – | 1473 |
|
|
2019
Q1 | $95K | Sell |
3,252
-522
| -14% | -$15.2K | 0.01% | 655 |
|
|
2018
Q4 | $103K | Sell |
3,774
-318
| -8% | -$8.68K | 0.01% | 592 |
|
|
2018
Q3 | $117K | Sell |
4,092
-459
| -10% | -$13.1K | 0.01% | 621 |
|
|
2018
Q2 | $138K | Sell |
4,551
-51
| -1% | -$1.55K | 0.01% | 579 |
|
|
2018
Q1 | $132K | Sell |
4,602
-495
| -10% | -$14.2K | 0.01% | 603 |
|
|
2017
Q4 | $131K | Sell |
5,097
-5,673
| -53% | -$146K | 0.01% | 619 |
|
|
2017
Q3 | $278K | Buy |
10,770
+291
| +3% | +$7.51K | 0.03% | 378 |
|
|
2017
Q2 | $250K | Sell |
10,479
-5,787
| -36% | -$138K | 0.03% | 387 |
|
|
2017
Q1 | $377K | Buy |
16,266
+1,404
| +9% | +$32.5K | 0.05% | 241 |
|
|
2016
Q4 | $333K | Sell |
14,862
-1,653
| -10% | -$37K | 0.05% | 254 |
|
|
2016
Q3 | $372K | Buy |
16,515
+480
| +3% | +$10.8K | 0.06% | 224 |
|
|
2016
Q2 | $346K | Sell |
16,035
-1,320
| -8% | -$28.5K | 0.06% | 223 |
|
|
2016
Q1 | $384K | Buy |
17,355
+3,777
| +28% | +$83.6K | 0.07% | 196 |
|
|
2015
Q4 | $263K | Buy |
+13,578
| New | +$263K | 0.05% | 285 |
|