Wealthspire Advisors (Maryland)’s Shire pic SHPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-260
| Closed | -$45K | – | 2702 |
|
|
2018
Q4 | $45K | Sell |
260
-147
| -36% | -$25.4K | ﹤0.01% | 907 |
|
|
2018
Q3 | $74K | Sell |
407
-5
| -1% | -$909 | 0.01% | 812 |
|
|
2018
Q2 | $70K | Sell |
412
-1,701
| -81% | -$289K | 0.01% | 852 |
|
|
2018
Q1 | $316K | Sell |
2,113
-2,758
| -57% | -$412K | 0.03% | 350 |
|
|
2017
Q4 | $756K | Buy |
4,871
+970
| +25% | +$151K | 0.07% | 171 |
|
|
2017
Q3 | $597K | Buy |
3,901
+148
| +4% | +$22.7K | 0.07% | 212 |
|
|
2017
Q2 | $620K | Buy |
3,753
+848
| +29% | +$140K | 0.07% | 188 |
|
|
2017
Q1 | $506K | Sell |
2,905
-569
| -16% | -$99.1K | 0.07% | 183 |
|
|
2016
Q4 | $592K | Buy |
3,474
+215
| +7% | +$36.6K | 0.09% | 145 |
|
|
2016
Q3 | $631K | Sell |
3,259
-197
| -6% | -$38.1K | 0.1% | 143 |
|
|
2016
Q2 | $636K | Buy |
3,456
+1,247
| +56% | +$229K | 0.11% | 135 |
|
|
2016
Q1 | $379K | Sell |
2,209
-294
| -12% | -$50.4K | 0.07% | 200 |
|
|
2015
Q4 | $513K | Buy |
+2,503
| New | +$513K | 0.1% | 148 |
|