Wealthspire Advisors (Maryland)’s PJT Partners PJT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-917
| Closed | -$38K | – | 1624 |
|
|
2019
Q1 | $38K | Hold |
917
| – | – | ﹤0.01% | 1006 |
|
|
2018
Q4 | $36K | Sell |
917
-23
| -2% | -$903 | ﹤0.01% | 988 |
|
|
2018
Q3 | $49K | Sell |
940
-3,658
| -80% | -$191K | ﹤0.01% | 982 |
|
|
2018
Q2 | $245K | Buy |
4,598
+44
| +1% | +$2.34K | 0.02% | 404 |
|
|
2018
Q1 | $228K | Sell |
4,554
-15
| -0.3% | -$751 | 0.02% | 429 |
|
|
2017
Q4 | $208K | Buy |
4,569
+10
| +0.2% | +$455 | 0.02% | 474 |
|
|
2017
Q3 | $175K | Hold |
4,559
| – | – | 0.02% | 516 |
|
|
2017
Q2 | $183K | Buy |
4,559
+59
| +1% | +$2.37K | 0.02% | 481 |
|
|
2017
Q1 | $158K | Hold |
4,500
| – | – | 0.02% | 467 |
|
|
2016
Q4 | $139K | Sell |
4,500
-500
| -10% | -$15.4K | 0.02% | 481 |
|
|
2016
Q3 | $136K | Buy |
+5,000
| New | +$136K | 0.02% | 490 |
|
|
2016
Q1 | – | Sell |
-6
| Closed | – | – | 1824 |
|
|
2015
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1763 |
|