Wealthspire Advisors (Maryland)’s TriplePoint Venture Growth BDC TPVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-225
| Closed | -$2K | – | 2598 |
|
|
2018
Q4 | $2K | Hold |
225
| – | – | ﹤0.01% | 2134 |
|
|
2018
Q3 | $3K | Hold |
225
| – | – | ﹤0.01% | 2074 |
|
|
2018
Q2 | $3K | Hold |
225
| – | – | ﹤0.01% | 2052 |
|
|
2018
Q1 | $3K | Hold |
225
| – | – | ﹤0.01% | 2068 |
|
|
2017
Q4 | $3K | Hold |
225
| – | – | ﹤0.01% | 2027 |
|
|
2017
Q3 | $3K | Buy |
225
+30
| +15% | +$400 | ﹤0.01% | 1925 |
|
|
2017
Q2 | $3K | Buy |
195
+45
| +30% | +$692 | ﹤0.01% | 1920 |
|
|
2017
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 1716 |
|
|
2016
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 1574 |
|
|
2016
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 1571 |
|
|
2016
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 1536 |
|
|
2016
Q1 | $2K | Hold |
150
| – | – | ﹤0.01% | 1558 |
|
|
2015
Q4 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 1543 |
|