Wealthspire Advisors (Maryland)’s Pentair PNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-585
| Closed | -$26K | – | 1639 |
|
|
2019
Q1 | $26K | Buy |
585
+51
| +10% | +$2.27K | ﹤0.01% | 1172 |
|
|
2018
Q4 | $20K | Sell |
534
-13
| -2% | -$487 | ﹤0.01% | 1206 |
|
|
2018
Q3 | $24K | Sell |
547
-1,309
| -71% | -$57.4K | ﹤0.01% | 1231 |
|
|
2018
Q2 | $78K | Sell |
1,856
-905
| -33% | -$38K | 0.01% | 806 |
|
|
2018
Q1 | $126K | Sell |
2,761
-881
| -24% | -$40.2K | 0.01% | 623 |
|
|
2017
Q4 | $173K | Sell |
3,642
-149
| -4% | -$7.08K | 0.02% | 540 |
|
|
2017
Q3 | $173K | Buy |
3,791
+338
| +10% | +$15.4K | 0.02% | 524 |
|
|
2017
Q2 | $154K | Sell |
3,453
-479
| -12% | -$21.4K | 0.02% | 542 |
|
|
2017
Q1 | $166K | Buy |
3,932
+233
| +6% | +$9.84K | 0.02% | 451 |
|
|
2016
Q4 | $139K | Buy |
3,699
+3,362
| +998% | +$126K | 0.02% | 482 |
|
|
2016
Q3 | $15K | Hold |
337
| – | – | ﹤0.01% | 1143 |
|
|
2016
Q2 | $13K | Buy |
337
+29
| +9% | +$1.12K | ﹤0.01% | 1137 |
|
|
2016
Q1 | $11K | Buy |
308
+82
| +36% | +$2.93K | ﹤0.01% | 1162 |
|
|
2015
Q4 | $8K | Buy |
+226
| New | +$8K | ﹤0.01% | 1254 |
|