WAM
Wealthspire Advisors (Maryland)’s TIM SA TIMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28
| Closed | – | – | 1914 |
|
|
2019
Q1 | $0 | Hold |
28
| – | – | ﹤0.01% | 2597 |
|
|
2018
Q4 | $0 | Hold |
28
| – | – | ﹤0.01% | 2567 |
|
|
2018
Q3 | $0 | Buy |
+28
| New | – | ﹤0.01% | 2504 |
|
|
2016
Q4 | – | Sell |
-115
| Closed | -$1K | – | 1841 |
|
|
2016
Q3 | $1K | Hold |
115
| – | – | ﹤0.01% | 1661 |
|
|
2016
Q2 | $1K | Buy |
+115
| New | +$1K | ﹤0.01% | 1629 |
|