WAM
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Wealthspire Advisors (Maryland)’s Petrobras PBR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PBR Stock Details PBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4,307
Closed -$69K – 1585
2019
Q1 		$69K Hold
4,307
– – 0.01% 779
2018
Q4 		$56K Hold
4,307
– – 0.01% 811
2018
Q3 		$52K Buy
4,307
+43
+1% +$477 ﹤0.01% 954
2018
Q2 		$43K Hold
4,264
– – ﹤0.01% 1036
2018
Q1 		$60K Hold
4,264
– – 0.01% 908
2017
Q4 		$44K Buy
4,264
+24
+0.6% +$245 ﹤0.01% 1057
2017
Q3 		$43K Sell
4,240
-62
-1% -$563 ﹤0.01% 1033
2017
Q2 		$34K Buy
4,302
+4,052
+1,621% +$36.1K ﹤0.01% 1084
2017
Q1 		$2K Buy
+250
New +$2.57K ﹤0.01% 1705
2016
Q1 		– Sell
-3,400
Closed -$15K – 1822
2015
Q4 		$15K Buy
+3,400
New +$16.5K ﹤0.01% 1073

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