Wealthspire Advisors (Maryland)’s Twin Disc TWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-129
| Closed | -$3K | – | 2592 |
|
|
2018
Q1 | $3K | Sell |
129
-60
| -32% | -$1.4K | ﹤0.01% | 2070 |
|
|
2017
Q4 | $5K | Sell |
189
-38
| -17% | -$1.01K | ﹤0.01% | 1851 |
|
|
2017
Q3 | $4K | Hold |
227
| – | – | ﹤0.01% | 1871 |
|
|
2017
Q2 | $4K | Hold |
227
| – | – | ﹤0.01% | 1848 |
|
|
2017
Q1 | $5K | Buy |
+227
| New | +$5K | ﹤0.01% | 1535 |
|
|
2016
Q2 | – | Sell |
-65
| Closed | -$1K | – | 1812 |
|
|
2016
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 1677 |
|