Wealthspire Advisors (Maryland)’s Shaw Communications Inc. SJR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,538
| Closed | -$53K | – | 2288 |
|
2019
Q1 | $53K | Hold |
2,538
| – | – | ﹤0.01% | 878 |
|
2018
Q4 | $46K | Sell |
2,538
-55
| -2% | -$997 | ﹤0.01% | 894 |
|
2018
Q3 | $51K | Sell |
2,593
-7
| -0.3% | -$138 | ﹤0.01% | 961 |
|
2018
Q2 | $53K | Buy |
2,600
+44
| +2% | +$897 | ﹤0.01% | 954 |
|
2018
Q1 | $49K | Buy |
2,556
+10
| +0.4% | +$192 | ﹤0.01% | 996 |
|
2017
Q4 | $58K | Buy |
2,546
+27
| +1% | +$615 | 0.01% | 945 |
|
2017
Q3 | $58K | Hold |
2,519
| – | – | 0.01% | 921 |
|
2017
Q2 | $55K | Hold |
2,519
| – | – | 0.01% | 920 |
|
2017
Q1 | $52K | Buy |
+2,519
| New | +$52K | 0.01% | 793 |
|