WAM
RATE

Wealthspire Advisors (Maryland)’s Bankrate Inc RATE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-185
Closed -$2K – 1889
2016
Q1 		$2K Buy
+185
New +$2K ﹤0.01% 1594