Wealthspire Advisors (Maryland)’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-233
| Closed | -$9K | – | 1590 |
|
|
2019
Q1 | $9K | Buy |
233
+89
| +62% | +$3.44K | ﹤0.01% | 1586 |
|
|
2018
Q4 | $5K | Buy |
144
+89
| +162% | +$3.09K | ﹤0.01% | 1744 |
|
|
2018
Q3 | $2K | Sell |
55
-14
| -20% | -$509 | ﹤0.01% | 2174 |
|
|
2018
Q2 | $4K | Sell |
69
-1,383
| -95% | -$80.2K | ﹤0.01% | 1893 |
|
|
2018
Q1 | $76K | Buy |
1,452
+1,390
| +2,242% | +$72.8K | 0.01% | 816 |
|
|
2017
Q4 | $3K | Buy |
62
+7
| +13% | +$339 | ﹤0.01% | 2010 |
|
|
2017
Q3 | $3K | Hold |
55
| – | – | ﹤0.01% | 1914 |
|
|
2017
Q2 | $3K | Buy |
55
+30
| +120% | +$1.64K | ﹤0.01% | 1904 |
|
|
2017
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1825 |
|
|
2016
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1664 |
|