Wealthspire Advisors (Maryland)’s Spectrum Brands SPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-149
| Closed | -$8K | – | 1820 |
|
|
2019
Q1 | $8K | Buy |
149
+54
| +57% | +$2.9K | ﹤0.01% | 1640 |
|
|
2018
Q4 | $4K | Buy |
95
+72
| +313% | +$3.03K | ﹤0.01% | 1861 |
|
|
2018
Q3 | $2K | Sell |
23
-4
| -15% | -$348 | ﹤0.01% | 2185 |
|
|
2018
Q2 | $2K | Buy |
27
+15
| +125% | +$1.11K | ﹤0.01% | 2197 |
|
|
2018
Q1 | $1K | Buy |
12
+7
| +140% | +$583 | ﹤0.01% | 2394 |
|
|
2017
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2334 |
|
|
2017
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2143 |
|
|
2017
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 2114 |
|
|
2017
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1839 |
|
|
2016
Q4 | $1K | Sell |
5
-1,245
| -100% | -$249K | ﹤0.01% | 1672 |
|
|
2016
Q3 | $172K | Sell |
1,250
-31
| -2% | -$4.27K | 0.03% | 420 |
|
|
2016
Q2 | $153K | Buy |
1,281
+381
| +42% | +$45.5K | 0.03% | 436 |
|
|
2016
Q1 | $98K | Buy |
900
+49
| +6% | +$5.34K | 0.02% | 523 |
|
|
2015
Q4 | $87K | Buy |
+851
| New | +$87K | 0.02% | 564 |
|