Wealthspire Advisors (Maryland)’s RLI Corp RLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-658
| Closed | -$24K | – | 1709 |
|
|
2019
Q1 | $24K | Sell |
658
-196
| -23% | -$7.15K | ﹤0.01% | 1207 |
|
|
2018
Q4 | $29K | Sell |
854
-46
| -5% | -$1.56K | ﹤0.01% | 1074 |
|
|
2018
Q3 | $35K | Buy |
900
+46
| +5% | +$1.79K | ﹤0.01% | 1091 |
|
|
2018
Q2 | $28K | Buy |
854
+106
| +14% | +$3.48K | ﹤0.01% | 1186 |
|
|
2018
Q1 | $24K | Sell |
748
-80
| -10% | -$2.57K | ﹤0.01% | 1242 |
|
|
2017
Q4 | $25K | Buy |
828
+160
| +24% | +$4.83K | ﹤0.01% | 1262 |
|
|
2017
Q3 | $19K | Buy |
668
+142
| +27% | +$4.04K | ﹤0.01% | 1312 |
|
|
2017
Q2 | $14K | Buy |
526
+36
| +7% | +$958 | ﹤0.01% | 1401 |
|
|
2017
Q1 | $15K | Buy |
490
+16
| +3% | +$490 | ﹤0.01% | 1183 |
|
|
2016
Q4 | $15K | Sell |
474
-132
| -22% | -$4.18K | ﹤0.01% | 1104 |
|
|
2016
Q3 | $21K | Buy |
606
+116
| +24% | +$4.02K | ﹤0.01% | 1040 |
|
|
2016
Q2 | $17K | Buy |
490
+56
| +13% | +$1.94K | ﹤0.01% | 1051 |
|
|
2016
Q1 | $15K | Buy |
434
+64
| +17% | +$2.21K | ﹤0.01% | 1077 |
|
|
2015
Q4 | $11K | Buy |
+370
| New | +$11K | ﹤0.01% | 1174 |
|