Wealthspire Advisors (Maryland)’s Shenandoah Telecom SHEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-294
| Closed | -$13K | – | 1774 |
|
|
2019
Q1 | $13K | Hold |
294
| – | – | ﹤0.01% | 1432 |
|
|
2018
Q4 | $13K | Buy |
294
+1
| +0.3% | +$44 | ﹤0.01% | 1378 |
|
|
2018
Q3 | $11K | Hold |
293
| – | – | ﹤0.01% | 1491 |
|
|
2018
Q2 | $10K | Hold |
293
| – | – | ﹤0.01% | 1550 |
|
|
2018
Q1 | $11K | Hold |
293
| – | – | ﹤0.01% | 1539 |
|
|
2017
Q4 | $10K | Buy |
293
+1
| +0.3% | +$34 | ﹤0.01% | 1592 |
|
|
2017
Q3 | $11K | Hold |
292
| – | – | ﹤0.01% | 1547 |
|
|
2017
Q2 | $9K | Buy |
292
+202
| +224% | +$6.23K | ﹤0.01% | 1582 |
|
|
2017
Q1 | $3K | Hold |
90
| – | – | ﹤0.01% | 1638 |
|
|
2016
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 1571 |
|
|
2016
Q3 | $2K | Hold |
90
| – | – | ﹤0.01% | 1566 |
|
|
2016
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 1392 |
|
|
2016
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 1553 |
|
|
2015
Q4 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 1539 |
|