Wealthspire Advisors (Maryland)’s Reynolds American Inc RAI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-14,019
| Closed | -$912K | – | 2649 |
|
|
2017
Q2 | $912K | Buy |
14,019
+906
| +7% | +$58.9K | 0.11% | 128 |
|
|
2017
Q1 | $826K | Buy |
13,113
+3,239
| +33% | +$204K | 0.12% | 114 |
|
|
2016
Q4 | $553K | Buy |
9,874
+187
| +2% | +$10.5K | 0.08% | 159 |
|
|
2016
Q3 | $457K | Sell |
9,687
-309
| -3% | -$14.6K | 0.07% | 185 |
|
|
2016
Q2 | $539K | Buy |
9,996
+39
| +0.4% | +$2.1K | 0.09% | 154 |
|
|
2016
Q1 | $501K | Sell |
9,957
-2,755
| -22% | -$139K | 0.09% | 153 |
|
|
2015
Q4 | $587K | Buy |
+12,712
| New | +$587K | 0.11% | 134 |
|