Wealthspire Advisors (Maryland)’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-102
| Closed | -$6K | – | 1635 |
|
|
2019
Q1 | $6K | Sell |
102
-633
| -86% | -$37.2K | ﹤0.01% | 1762 |
|
|
2018
Q4 | $38K | Hold |
735
| – | – | ﹤0.01% | 970 |
|
|
2018
Q3 | $43K | Hold |
735
| – | – | ﹤0.01% | 1020 |
|
|
2018
Q2 | $44K | Sell |
735
-762
| -51% | -$45.6K | ﹤0.01% | 1020 |
|
|
2018
Q1 | $89K | Hold |
1,497
| – | – | 0.01% | 754 |
|
|
2017
Q4 | $91K | Buy |
1,497
+154
| +11% | +$9.36K | 0.01% | 752 |
|
|
2017
Q3 | $75K | Buy |
1,343
+152
| +13% | +$8.49K | 0.01% | 819 |
|
|
2017
Q2 | $63K | Buy |
1,191
+552
| +86% | +$29.2K | 0.01% | 861 |
|
|
2017
Q1 | $37K | Buy |
639
+6
| +0.9% | +$347 | 0.01% | 887 |
|
|
2016
Q4 | $34K | Hold |
633
| – | – | 0.01% | 870 |
|
|
2016
Q3 | $30K | Hold |
633
| – | – | ﹤0.01% | 934 |
|
|
2016
Q2 | $27K | Hold |
633
| – | – | ﹤0.01% | 898 |
|
|
2016
Q1 | $25K | Hold |
633
| – | – | ﹤0.01% | 888 |
|
|
2015
Q4 | $22K | Buy |
+633
| New | +$22K | ﹤0.01% | 938 |
|