Wealthspire Advisors (Maryland)’s Team TISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-11
| Closed | -$2K | – | 1916 |
|
|
2019
Q1 | $2K | Buy |
11
+3
| +38% | +$545 | ﹤0.01% | 2206 |
|
|
2018
Q4 | $1K | Sell |
8
-5
| -38% | -$625 | ﹤0.01% | 2329 |
|
|
2018
Q3 | $3K | Buy |
13
+5
| +63% | +$1.15K | ﹤0.01% | 2073 |
|
|
2018
Q2 | $2K | Sell |
8
-2
| -20% | -$500 | ﹤0.01% | 2204 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2404 |
|
|
2017
Q4 | $1K | Buy |
10
+9
| +900% | +$900 | ﹤0.01% | 2343 |
|
|
2017
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 2464 |
|
|
2017
Q2 | $1K | Sell |
2
-64
| -97% | -$32K | ﹤0.01% | 2120 |
|
|
2017
Q1 | $18K | Sell |
66
-20
| -23% | -$5.46K | ﹤0.01% | 1128 |
|
|
2016
Q4 | $34K | Sell |
86
-24
| -22% | -$9.49K | 0.01% | 872 |
|
|
2016
Q3 | $36K | Sell |
110
-28
| -20% | -$9.16K | 0.01% | 878 |
|
|
2016
Q2 | $34K | Buy |
138
+58
| +73% | +$14.3K | 0.01% | 825 |
|
|
2016
Q1 | $24K | Buy |
80
+12
| +18% | +$3.6K | ﹤0.01% | 908 |
|
|
2015
Q4 | $22K | Buy |
+68
| New | +$22K | ﹤0.01% | 941 |
|