Wealthspire Advisors (Maryland)’s Rambus RMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-337
| Closed | -$4K | – | 1712 |
|
|
2019
Q1 | $4K | Buy |
+337
| New | +$4K | ﹤0.01% | 1923 |
|
|
2018
Q4 | – | Sell |
-222
| Closed | -$2K | – | 2547 |
|
|
2018
Q3 | $2K | Sell |
222
-6
| -3% | -$54 | ﹤0.01% | 2180 |
|
|
2018
Q2 | $3K | Sell |
228
-607
| -73% | -$7.99K | ﹤0.01% | 2035 |
|
|
2018
Q1 | $11K | Sell |
835
-344
| -29% | -$4.53K | ﹤0.01% | 1537 |
|
|
2017
Q4 | $17K | Sell |
1,179
-162
| -12% | -$2.34K | ﹤0.01% | 1381 |
|
|
2017
Q3 | $18K | Hold |
1,341
| – | – | ﹤0.01% | 1335 |
|
|
2017
Q2 | $15K | Hold |
1,341
| – | – | ﹤0.01% | 1369 |
|
|
2017
Q1 | $18K | Buy |
1,341
+1,327
| +9,479% | +$17.8K | ﹤0.01% | 1125 |
|
|
2016
Q4 | $0 | Sell |
14
-21
| -60% | – | ﹤0.01% | 1827 |
|
|
2016
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 1799 |
|
|
2016
Q2 | $0 | Sell |
35
-420
| -92% | – | ﹤0.01% | 1796 |
|
|
2016
Q1 | $6K | Buy |
455
+420
| +1,200% | +$5.54K | ﹤0.01% | 1303 |
|
|
2015
Q4 | $0 | Buy |
+35
| New | – | ﹤0.01% | 1765 |
|