Wealthspire Advisors (Maryland)’s Castle Brands, Inc. ROX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$1K | – | 2501 |
|
|
2019
Q1 | $1K | Buy |
+2,000
| New | +$1K | ﹤0.01% | 2449 |
|
|
2017
Q3 | – | Sell |
-3,900
| Closed | -$7K | – | 2582 |
|
|
2017
Q2 | $7K | Sell |
3,900
-1,600
| -29% | -$2.87K | ﹤0.01% | 1684 |
|
|
2017
Q1 | $9K | Hold |
5,500
| – | – | ﹤0.01% | 1384 |
|
|
2016
Q4 | $4K | Hold |
5,500
| – | – | ﹤0.01% | 1448 |
|
|
2016
Q3 | $5K | Hold |
5,500
| – | – | ﹤0.01% | 1409 |
|
|
2016
Q2 | $4K | Buy |
5,500
+4,500
| +450% | +$3.27K | ﹤0.01% | 1405 |
|
|
2016
Q1 | $1K | Sell |
1,000
-2,000
| -67% | -$2K | ﹤0.01% | 1703 |
|
|
2015
Q4 | $4K | Buy |
+3,000
| New | +$4K | ﹤0.01% | 1418 |
|