Wealthspire Advisors (Maryland)’s Petrobras PBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-4,307
| Closed | -$69K | – | 1584 |
|
2019
Q1 | $69K | Hold |
4,307
| – | – | 0.01% | 779 |
|
2018
Q4 | $56K | Hold |
4,307
| – | – | 0.01% | 810 |
|
2018
Q3 | $52K | Buy |
4,307
+43
| +1% | +$519 | ﹤0.01% | 952 |
|
2018
Q2 | $43K | Hold |
4,264
| – | – | ﹤0.01% | 1034 |
|
2018
Q1 | $60K | Hold |
4,264
| – | – | 0.01% | 908 |
|
2017
Q4 | $44K | Buy |
4,264
+24
| +0.6% | +$248 | ﹤0.01% | 1057 |
|
2017
Q3 | $43K | Sell |
4,240
-62
| -1% | -$629 | ﹤0.01% | 1033 |
|
2017
Q2 | $34K | Buy |
4,302
+4,052
| +1,621% | +$32K | ﹤0.01% | 1084 |
|
2017
Q1 | $2K | Buy |
+250
| New | +$2K | ﹤0.01% | 1705 |
|
2016
Q1 | – | Sell |
-3,400
| Closed | -$15K | – | 1822 |
|
2015
Q4 | $15K | Buy |
+3,400
| New | +$15K | ﹤0.01% | 1073 |
|