Wealthspire Advisors (Maryland)’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,437
| Closed | -$95K | – | 1857 |
|
|
2019
Q1 | $95K | Buy |
1,437
+29
| +2% | +$1.92K | 0.01% | 656 |
|
|
2018
Q4 | $89K | Buy |
1,408
+112
| +9% | +$7.08K | 0.01% | 642 |
|
|
2018
Q3 | $109K | Sell |
1,296
-170
| -12% | -$14.3K | 0.01% | 649 |
|
|
2018
Q2 | $136K | Sell |
1,466
-95
| -6% | -$8.81K | 0.01% | 586 |
|
|
2018
Q1 | $156K | Buy |
1,561
+31
| +2% | +$3.1K | 0.01% | 554 |
|
|
2017
Q4 | $149K | Buy |
1,530
+235
| +18% | +$22.9K | 0.01% | 579 |
|
|
2017
Q3 | $124K | Buy |
1,295
+29
| +2% | +$2.78K | 0.01% | 627 |
|
|
2017
Q2 | $114K | Buy |
1,266
+168
| +15% | +$15.1K | 0.01% | 645 |
|
|
2017
Q1 | $87K | Buy |
1,098
+9
| +0.8% | +$713 | 0.01% | 651 |
|
|
2016
Q4 | $85K | Sell |
1,089
-320
| -23% | -$25K | 0.01% | 631 |
|
|
2016
Q3 | $98K | Buy |
1,409
+446
| +46% | +$31K | 0.02% | 572 |
|
|
2016
Q2 | $52K | Buy |
963
+1
| +0.1% | +$54 | 0.01% | 725 |
|
|
2016
Q1 | $56K | Sell |
962
-511
| -35% | -$29.7K | 0.01% | 679 |
|
|
2015
Q4 | $98K | Buy |
+1,473
| New | +$98K | 0.02% | 529 |
|