Wealthspire Advisors (Maryland)’s Q2 Holdings QTWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-310
| Closed | -$21K | – | 1679 |
|
|
2019
Q1 | $21K | Hold |
310
| – | – | ﹤0.01% | 1259 |
|
|
2018
Q4 | $15K | Hold |
310
| – | – | ﹤0.01% | 1328 |
|
|
2018
Q3 | $19K | Sell |
310
-30
| -9% | -$1.84K | ﹤0.01% | 1324 |
|
|
2018
Q2 | $19K | Hold |
340
| – | – | ﹤0.01% | 1328 |
|
|
2018
Q1 | $15K | Hold |
340
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q4 | $13K | Sell |
340
-30
| -8% | -$1.15K | ﹤0.01% | 1489 |
|
|
2017
Q3 | $15K | Buy |
370
+10
| +3% | +$405 | ﹤0.01% | 1416 |
|
|
2017
Q2 | $13K | Hold |
360
| – | – | ﹤0.01% | 1438 |
|
|
2017
Q1 | $13K | Hold |
360
| – | – | ﹤0.01% | 1242 |
|
|
2016
Q4 | $10K | Sell |
360
-220
| -38% | -$6.11K | ﹤0.01% | 1227 |
|
|
2016
Q3 | $17K | Buy |
580
+55
| +10% | +$1.61K | ﹤0.01% | 1109 |
|
|
2016
Q2 | $15K | Buy |
525
+340
| +184% | +$9.71K | ﹤0.01% | 1101 |
|
|
2016
Q1 | $4K | Buy |
+185
| New | +$4K | ﹤0.01% | 1406 |
|