Wealthspire Advisors (Maryland)’s Prestige Consumer Healthcare PBH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-528
| Closed | -$16K | – | 1582 |
|
|
2019
Q1 | $16K | Sell |
528
-310
| -37% | -$9.39K | ﹤0.01% | 1364 |
|
|
2018
Q4 | $26K | Buy |
838
+34
| +4% | +$1.06K | ﹤0.01% | 1110 |
|
|
2018
Q3 | $30K | Buy |
804
+4
| +0.5% | +$149 | ﹤0.01% | 1151 |
|
|
2018
Q2 | $31K | Sell |
800
-200
| -20% | -$7.75K | ﹤0.01% | 1141 |
|
|
2018
Q1 | $34K | Buy |
1,000
+194
| +24% | +$6.6K | ﹤0.01% | 1126 |
|
|
2017
Q4 | $36K | Buy |
806
+71
| +10% | +$3.17K | ﹤0.01% | 1133 |
|
|
2017
Q3 | $37K | Buy |
735
+184
| +33% | +$9.26K | ﹤0.01% | 1082 |
|
|
2017
Q2 | $29K | Buy |
551
+372
| +208% | +$19.6K | ﹤0.01% | 1134 |
|
|
2017
Q1 | $10K | Hold |
179
| – | – | ﹤0.01% | 1348 |
|
|
2016
Q4 | $9K | Sell |
179
-136
| -43% | -$6.84K | ﹤0.01% | 1259 |
|
|
2016
Q3 | $15K | Hold |
315
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q2 | $17K | Sell |
315
-70
| -18% | -$3.78K | ﹤0.01% | 1048 |
|
|
2016
Q1 | $21K | Sell |
385
-40
| -9% | -$2.18K | ﹤0.01% | 961 |
|
|
2015
Q4 | $22K | Buy |
+425
| New | +$22K | ﹤0.01% | 937 |
|