Wealthspire Advisors (Maryland)’s Douglas Dynamics PLOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,540
| Closed | -$59K | – | 1633 |
|
|
2019
Q1 | $59K | Buy |
1,540
+420
| +38% | +$16.1K | ﹤0.01% | 840 |
|
|
2018
Q4 | $40K | Buy |
1,120
+220
| +24% | +$7.86K | ﹤0.01% | 950 |
|
|
2018
Q3 | $40K | Hold |
900
| – | – | ﹤0.01% | 1045 |
|
|
2018
Q2 | $43K | Sell |
900
-300
| -25% | -$14.3K | ﹤0.01% | 1036 |
|
|
2018
Q1 | $52K | Hold |
1,200
| – | – | ﹤0.01% | 966 |
|
|
2017
Q4 | $45K | Hold |
1,200
| – | – | ﹤0.01% | 1048 |
|
|
2017
Q3 | $47K | Hold |
1,200
| – | – | 0.01% | 1007 |
|
|
2017
Q2 | $39K | Hold |
1,200
| – | – | ﹤0.01% | 1030 |
|
|
2017
Q1 | $37K | Hold |
1,200
| – | – | 0.01% | 886 |
|
|
2016
Q4 | $40K | Hold |
1,200
| – | – | 0.01% | 835 |
|
|
2016
Q3 | $38K | Hold |
1,200
| – | – | 0.01% | 862 |
|
|
2016
Q2 | $31K | Hold |
1,200
| – | – | 0.01% | 857 |
|
|
2016
Q1 | $27K | Buy |
1,200
+200
| +20% | +$4.5K | ﹤0.01% | 867 |
|
|
2015
Q4 | $21K | Buy |
+1,000
| New | +$21K | ﹤0.01% | 952 |
|