Wealthspire Advisors (Maryland)’s Premier PINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-213
| Closed | -$7K | – | 1622 |
|
|
2019
Q1 | $7K | Buy |
213
+35
| +20% | +$1.15K | ﹤0.01% | 1688 |
|
|
2018
Q4 | $7K | Buy |
178
+91
| +105% | +$3.58K | ﹤0.01% | 1607 |
|
|
2018
Q3 | $4K | Buy |
87
+35
| +67% | +$1.61K | ﹤0.01% | 1916 |
|
|
2018
Q2 | $2K | Buy |
52
+23
| +79% | +$885 | ﹤0.01% | 2182 |
|
|
2018
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 2378 |
|
|
2017
Q4 | $1K | Sell |
29
-5
| -15% | -$172 | ﹤0.01% | 2319 |
|
|
2017
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 2129 |
|
|
2017
Q2 | $1K | Buy |
34
+5
| +17% | +$147 | ﹤0.01% | 2109 |
|
|
2017
Q1 | $1K | Sell |
29
-3,981
| -99% | -$137K | ﹤0.01% | 1826 |
|
|
2016
Q4 | $122K | Buy |
4,010
+433
| +12% | +$13.2K | 0.02% | 514 |
|
|
2016
Q3 | $116K | Buy |
3,577
+3,198
| +844% | +$104K | 0.02% | 534 |
|
|
2016
Q2 | $12K | Buy |
379
+351
| +1,254% | +$11.1K | ﹤0.01% | 1164 |
|
|
2016
Q1 | $1K | Buy |
28
+5
| +22% | +$179 | ﹤0.01% | 1667 |
|
|
2015
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 1642 |
|