Wealthspire Advisors (Maryland)’s Telefonica TEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,453
| Closed | -$17K | – | 1896 |
|
|
2019
Q1 | $17K | Buy |
2,453
+425
| +21% | +$2.95K | ﹤0.01% | 1349 |
|
|
2018
Q4 | $14K | Buy |
2,028
+1,662
| +454% | +$11.5K | ﹤0.01% | 1352 |
|
|
2018
Q3 | $2K | Sell |
366
-1,711
| -82% | -$9.35K | ﹤0.01% | 2190 |
|
|
2018
Q2 | $14K | Buy |
2,077
+2
| +0.1% | +$13 | ﹤0.01% | 1439 |
|
|
2018
Q1 | $17K | Buy |
2,075
+594
| +40% | +$4.87K | ﹤0.01% | 1353 |
|
|
2017
Q4 | $12K | Sell |
1,481
-521
| -26% | -$4.22K | ﹤0.01% | 1523 |
|
|
2017
Q3 | $17K | Buy |
2,002
+415
| +26% | +$3.52K | ﹤0.01% | 1364 |
|
|
2017
Q2 | $13K | Buy |
1,587
+47
| +3% | +$385 | ﹤0.01% | 1440 |
|
|
2017
Q1 | $14K | Buy |
1,540
+396
| +35% | +$3.6K | ﹤0.01% | 1210 |
|
|
2016
Q4 | $9K | Sell |
1,144
-3,629
| -76% | -$28.6K | ﹤0.01% | 1264 |
|
|
2016
Q3 | $37K | Buy |
4,773
+133
| +3% | +$1.03K | 0.01% | 868 |
|
|
2016
Q2 | $34K | Sell |
4,640
-766
| -14% | -$5.61K | 0.01% | 824 |
|
|
2016
Q1 | $47K | Buy |
5,406
+30
| +0.6% | +$261 | 0.01% | 721 |
|
|
2015
Q4 | $46K | Buy |
+5,376
| New | +$46K | 0.01% | 742 |
|