Wealthspire Advisors (Maryland)’s Restaurant Brands International QSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,468
| Closed | -$3.54M | – | 493 |
|
|
2019
Q4 | $3.54M | Buy |
55,468
+74
| +0.1% | +$4.72K | 0.24% | 66 |
|
|
2019
Q3 | $3.94M | Hold |
55,394
| – | – | 0.29% | 58 |
|
|
2019
Q2 | $3.85M | Buy |
55,394
+70
| +0.1% | +$4.87K | 0.29% | 59 |
|
|
2019
Q1 | $3.6M | Buy |
55,324
+55,256
| +81,259% | +$3.6M | 0.27% | 58 |
|
|
2018
Q4 | $4K | Buy |
68
+19
| +39% | +$1.12K | ﹤0.01% | 1851 |
|
|
2018
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 2054 |
|
|
2018
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 2034 |
|
|
2018
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 2050 |
|
|
2017
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 2013 |
|
|
2017
Q3 | $3K | Sell |
49
-4
| -8% | -$245 | ﹤0.01% | 1916 |
|
|
2017
Q2 | $3K | Buy |
53
+4
| +8% | +$226 | ﹤0.01% | 1908 |
|
|
2017
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 1632 |
|
|
2016
Q4 | $2K | Hold |
49
| – | – | ﹤0.01% | 1564 |
|
|
2016
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1562 |
|
|
2016
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1527 |
|
|
2016
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 1545 |
|
|
2015
Q4 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1532 |
|