WAM
RVI

Wealthspire Advisors (Maryland)’s Retail Value Inc. Common Shares RVI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RVI Stock Details RVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5,273
Closed -$15K – 2347
2019
Q1 		$15K Buy
5,273
+11
+0.2% +$31 ﹤0.01% 1393
2018
Q4 		$12K Buy
+5,262
New +$12K ﹤0.01% 1409