WAM
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Wealthspire Advisors (Maryland)’s Ubiquiti UI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17
Closed -$3K – 1947
2019
Q1 		$3K Hold
17
– – ﹤0.01% 2059
2018
Q4 		$2K Hold
17
– – ﹤0.01% 2142
2018
Q3 		$2K Hold
17
– – ﹤0.01% 2200
2018
Q2 		$1K Buy
17
+2
+13% +$157 ﹤0.01% 2370
2018
Q1 		$1K Sell
15
-3
-17% -$214 ﹤0.01% 2410
2017
Q4 		$1K Sell
18
-79
-81% -$5.06K ﹤0.01% 2346
2017
Q3 		$5K Sell
97
-22
-18% -$1.27K ﹤0.01% 1806
2017
Q2 		$6K Buy
119
+79
+198% +$3.91K ﹤0.01% 1727
2017
Q1 		$2K Hold
40
– – ﹤0.01% 1719
2016
Q4 		$2K Sell
40
-9
-18% -$491 ﹤0.01% 1575
2016
Q3 		$3K Hold
49
– – ﹤0.01% 1498
2016
Q2 		$2K Hold
49
– – ﹤0.01% 1538
2016
Q1 		$2K Hold
49
– – ﹤0.01% 1560
2015
Q4 		$2K Buy
+49
New +$1.62K ﹤0.01% 1544

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