Wealthspire Advisors (Maryland)’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-115
| Closed | -$2K | – | 1811 |
|
|
2019
Q1 | $2K | Buy |
115
+34
| +42% | +$591 | ﹤0.01% | 2198 |
|
|
2018
Q4 | $1K | Sell |
81
-36
| -31% | -$444 | ﹤0.01% | 2320 |
|
|
2018
Q3 | $3K | Buy |
117
+45
| +63% | +$1.15K | ﹤0.01% | 2067 |
|
|
2018
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 2196 |
|
|
2018
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 2393 |
|
|
2017
Q4 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 2333 |
|