Wealthspire Advisors (Maryland)’s Select Medical SEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-594
| Closed | -$5K | – | 1765 |
|
|
2019
Q1 | $5K | Buy |
594
+91
| +18% | +$766 | ﹤0.01% | 1844 |
|
|
2018
Q4 | $4K | Buy |
503
+22
| +5% | +$175 | ﹤0.01% | 1858 |
|
|
2018
Q3 | $5K | Sell |
481
-5
| -1% | -$52 | ﹤0.01% | 1823 |
|
|
2018
Q2 | $5K | Buy |
486
+41
| +9% | +$422 | ﹤0.01% | 1816 |
|
|
2018
Q1 | $4K | Hold |
445
| – | – | ﹤0.01% | 1930 |
|
|
2017
Q4 | $4K | Buy |
+445
| New | +$4K | ﹤0.01% | 1919 |
|