Wealthspire Advisors (Maryland)’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-196
| Closed | -$16K | – | 1837 |
|
|
2019
Q1 | $16K | Sell |
196
-245
| -56% | -$20K | ﹤0.01% | 1372 |
|
|
2018
Q4 | $33K | Sell |
441
-478
| -52% | -$35.8K | ﹤0.01% | 1016 |
|
|
2018
Q3 | $68K | Sell |
919
-368
| -29% | -$27.2K | 0.01% | 847 |
|
|
2018
Q2 | $91K | Buy |
1,287
+196
| +18% | +$13.9K | 0.01% | 741 |
|
|
2018
Q1 | $79K | Sell |
1,091
-112
| -9% | -$8.11K | 0.01% | 804 |
|
|
2017
Q4 | $90K | Sell |
1,203
-6
| -0.5% | -$449 | 0.01% | 757 |
|
|
2017
Q3 | $90K | Buy |
1,209
+48
| +4% | +$3.57K | 0.01% | 757 |
|
|
2017
Q2 | $81K | Buy |
1,161
+59
| +5% | +$4.12K | 0.01% | 769 |
|
|
2017
Q1 | $74K | Buy |
1,102
+415
| +60% | +$27.9K | 0.01% | 688 |
|
|
2016
Q4 | $44K | Buy |
687
+74
| +12% | +$4.74K | 0.01% | 808 |
|
|
2016
Q3 | $39K | Sell |
613
-312
| -34% | -$19.9K | 0.01% | 851 |
|
|
2016
Q2 | $66K | Buy |
925
+410
| +80% | +$29.3K | 0.01% | 656 |
|
|
2016
Q1 | $35K | Sell |
515
-589
| -53% | -$40K | 0.01% | 794 |
|
|
2015
Q4 | $66K | Buy |
+1,104
| New | +$66K | 0.01% | 639 |
|