WAM
SWCH

Wealthspire Advisors (Maryland)’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SWCH Stock Details SWCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-247
Closed -$3K – 2307
2019
Q1 		$3K Sell
247
-59
-19% -$717 ﹤0.01% 2081
2018
Q4 		$2K Buy
306
+224
+273% +$1.46K ﹤0.01% 2166
2018
Q3 		$1K Sell
82
-36
-31% -$439 ﹤0.01% 2344
2018
Q2 		$1K Buy
+118
New +$1K ﹤0.01% 2384