Wealthspire Advisors (Maryland)’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-74
| Closed | -$3K | – | 1634 |
|
|
2019
Q1 | $3K | Hold |
74
| – | – | ﹤0.01% | 2034 |
|
|
2018
Q4 | $3K | Buy |
74
+8
| +12% | +$324 | ﹤0.01% | 1969 |
|
|
2018
Q3 | $3K | Hold |
66
| – | – | ﹤0.01% | 2053 |
|
|
2018
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 2031 |
|
|
2018
Q1 | $3K | Sell |
66
-4
| -6% | -$182 | ﹤0.01% | 2048 |
|
|
2017
Q4 | $3K | Buy |
70
+64
| +1,067% | +$2.74K | ﹤0.01% | 2011 |
|
|
2017
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2422 |
|