Wealthspire Advisors (Maryland)’s Standex International SXI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-60
| Closed | -$4K | – | 1872 |
|
2019
Q1 | $4K | Hold |
60
| – | – | ﹤0.01% | 1933 |
|
2018
Q4 | $4K | Buy |
60
+23
| +62% | +$1.53K | ﹤0.01% | 1864 |
|
2018
Q3 | $4K | Buy |
37
+10
| +37% | +$1.08K | ﹤0.01% | 1931 |
|
2018
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 2046 |
|
2018
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 2065 |
|
2017
Q4 | $3K | Buy |
27
+22
| +440% | +$2.44K | ﹤0.01% | 2022 |
|
2017
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2146 |
|
2016
Q1 | – | Sell |
-154
| Closed | -$13K | – | 1840 |
|
2015
Q4 | $13K | Buy |
+154
| New | +$13K | ﹤0.01% | 1120 |
|