Wealthspire Advisors (Maryland)’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-760
| Closed | -$9K | – | 2604 |
|
|
2017
Q4 | $9K | Hold |
760
| – | – | ﹤0.01% | 1636 |
|
|
2017
Q3 | $9K | Hold |
760
| – | – | ﹤0.01% | 1618 |
|
|
2017
Q2 | $9K | Buy |
760
+115
| +18% | +$1.36K | ﹤0.01% | 1579 |
|
|
2017
Q1 | $9K | Buy |
645
+65
| +11% | +$907 | ﹤0.01% | 1372 |
|
|
2016
Q4 | $7K | Buy |
+580
| New | +$7K | ﹤0.01% | 1328 |
|