Wealthspire Advisors (Maryland)’s Special Opportunities Fund SPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-731
| Closed | -$11K | – | 2576 |
|
|
2018
Q1 | $11K | Sell |
731
-712
| -49% | -$10.7K | ﹤0.01% | 1540 |
|
|
2017
Q4 | $21K | Hold |
1,443
| – | – | ﹤0.01% | 1310 |
|
|
2017
Q3 | $23K | Hold |
1,443
| – | – | ﹤0.01% | 1256 |
|
|
2017
Q2 | $22K | Hold |
1,443
| – | – | ﹤0.01% | 1241 |
|
|
2017
Q1 | $21K | Hold |
1,443
| – | – | ﹤0.01% | 1072 |
|
|
2016
Q4 | $20K | Sell |
1,443
-316
| -18% | -$4.38K | ﹤0.01% | 1022 |
|
|
2016
Q3 | $26K | Hold |
1,759
| – | – | ﹤0.01% | 988 |
|
|
2016
Q2 | $24K | Hold |
1,759
| – | – | ﹤0.01% | 942 |
|
|
2016
Q1 | $23K | Hold |
1,759
| – | – | ﹤0.01% | 930 |
|
|
2015
Q4 | $23K | Buy |
+1,759
| New | +$23K | ﹤0.01% | 926 |
|