Wealthspire Advisors (Maryland)’s SLM Corp SLM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,519
| Closed | -$88K | – | 539 |
|
|
2020
Q2 | $88K | Buy |
+12,519
| New | +$88K | 0.01% | 433 |
|
|
2019
Q2 | – | Sell |
-9,057
| Closed | -$90K | – | 1796 |
|
|
2019
Q1 | $90K | Buy |
9,057
+7,989
| +748% | +$79.4K | 0.01% | 677 |
|
|
2018
Q4 | $9K | Buy |
1,068
+5
| +0.5% | +$42 | ﹤0.01% | 1513 |
|
|
2018
Q3 | $12K | Hold |
1,063
| – | – | ﹤0.01% | 1460 |
|
|
2018
Q2 | $12K | Sell |
1,063
-113
| -10% | -$1.28K | ﹤0.01% | 1474 |
|
|
2018
Q1 | $13K | Hold |
1,176
| – | – | ﹤0.01% | 1469 |
|
|
2017
Q4 | $13K | Buy |
1,176
+112
| +11% | +$1.24K | ﹤0.01% | 1490 |
|
|
2017
Q3 | $12K | Buy |
1,064
+26
| +3% | +$293 | ﹤0.01% | 1520 |
|
|
2017
Q2 | $12K | Buy |
1,038
+316
| +44% | +$3.65K | ﹤0.01% | 1474 |
|
|
2017
Q1 | $9K | Buy |
722
+189
| +35% | +$2.36K | ﹤0.01% | 1375 |
|
|
2016
Q4 | $6K | Hold |
533
| – | – | ﹤0.01% | 1354 |
|
|
2016
Q3 | $4K | Sell |
533
-472
| -47% | -$3.54K | ﹤0.01% | 1442 |
|
|
2016
Q2 | $6K | Hold |
1,005
| – | – | ﹤0.01% | 1307 |
|
|
2016
Q1 | $6K | Sell |
1,005
-5,823
| -85% | -$34.8K | ﹤0.01% | 1306 |
|
|
2015
Q4 | $45K | Buy |
+6,828
| New | +$45K | 0.01% | 748 |
|