WAM
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Wealthspire Advisors (Maryland)’s Banco Santander SAN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$38K Buy
+21,649
New +$46.5K ﹤0.01% 477
2019
Q2 		– Sell
-6,260
Closed -$28K – 1705
2019
Q1 		$28K Sell
6,260
-655
-9% -$2.99K ﹤0.01% 1142
2018
Q4 		$30K Sell
6,915
-597
-8% -$2.71K ﹤0.01% 1058
2018
Q3 		$36K Sell
7,512
-754
-9% -$3.79K ﹤0.01% 1081
2018
Q2 		$42K Sell
8,266
-984
-11% -$5.75K ﹤0.01% 1049
2018
Q1 		$58K Hold
9,250
– – 0.01% 923
2017
Q4 		$58K Buy
9,250
+822
+10% +$5.19K 0.01% 942
2017
Q3 		$56K Buy
8,428
+152
+2% +$970 0.01% 930
2017
Q2 		$53K Buy
8,276
+298
+4% +$1.85K 0.01% 933
2017
Q1 		$46K Buy
7,978
+6,018
+307% +$32.4K 0.01% 827
2016
Q4 		$10K Buy
+1,960
New +$8.91K ﹤0.01% 1230

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