Wealthspire Advisors (Maryland)’s NEW SENIOR INVESTMENT GROUP INC. SNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-204
| Closed | -$1K | – | 2633 |
|
|
2018
Q3 | $1K | Hold |
204
| – | – | ﹤0.01% | 2351 |
|
|
2018
Q2 | $2K | Hold |
204
| – | – | ﹤0.01% | 2234 |
|
|
2018
Q1 | $2K | Buy |
204
+25
| +14% | +$245 | ﹤0.01% | 2251 |
|
|
2017
Q4 | $1K | Hold |
179
| – | – | ﹤0.01% | 2381 |
|
|
2017
Q3 | $2K | Hold |
179
| – | – | ﹤0.01% | 2030 |
|
|
2017
Q2 | $2K | Hold |
179
| – | – | ﹤0.01% | 2031 |
|
|
2017
Q1 | $2K | Hold |
179
| – | – | ﹤0.01% | 1734 |
|
|
2016
Q4 | $2K | Hold |
179
| – | – | ﹤0.01% | 1582 |
|
|
2016
Q3 | $2K | Hold |
179
| – | – | ﹤0.01% | 1585 |
|
|
2016
Q2 | $2K | Hold |
179
| – | – | ﹤0.01% | 1548 |
|
|
2016
Q1 | $2K | Buy |
+179
| New | +$2K | ﹤0.01% | 1573 |
|