WAM
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Wealthspire Advisors (Maryland)’s RB Global RBA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-770
Closed -$26K – 1684
2019
Q1 		$26K Sell
770
-90
-10% -$3.17K ﹤0.01% 1173
2018
Q4 		$28K Buy
860
+17
+2% +$572 ﹤0.01% 1089
2018
Q3 		$30K Buy
843
+62
+8% +$2.22K ﹤0.01% 1155
2018
Q2 		$27K Buy
781
+99
+15% +$3.34K ﹤0.01% 1201
2018
Q1 		$21K Sell
682
-512
-43% -$16.3K ﹤0.01% 1284
2017
Q4 		$36K Buy
1,194
+293
+33% +$8.2K ﹤0.01% 1135
2017
Q3 		$28K Buy
901
+64
+8% +$1.85K ﹤0.01% 1184
2017
Q2 		$24K Buy
837
+380
+83% +$11.8K ﹤0.01% 1201
2017
Q1 		$15K Sell
457
-62
-12% -$2.01K ﹤0.01% 1182
2016
Q4 		$18K Sell
519
-188
-27% -$6.83K ﹤0.01% 1054
2016
Q3 		$25K Sell
707
-54
-7% -$1.76K ﹤0.01% 1000
2016
Q2 		$26K Buy
761
+21
+3% +$650 ﹤0.01% 913
2016
Q1 		$20K Buy
740
+80
+12% +$1.89K ﹤0.01% 972
2015
Q4 		$16K Buy
+660
New +$16.9K ﹤0.01% 1049

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