Wealthspire Advisors (Maryland)’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.71M | Buy |
33,539
+2,188
| +7% | +$438K | 0.24% | 56 |
|
|
2020
Q2 | $6.06M | Buy |
31,351
+1,523
| +5% | +$294K | 0.43% | 39 |
|
|
2020
Q1 | $4.81M | Sell |
29,828
-172
| -0.6% | -$27.7K | 0.42% | 42 |
|
|
2019
Q4 | $5.64M | Sell |
30,000
-230
| -0.8% | -$43.2K | 0.38% | 44 |
|
|
2019
Q3 | $5.2M | Buy |
30,230
+117
| +0.4% | +$20.1K | 0.38% | 46 |
|
|
2019
Q2 | $5.23M | Sell |
30,113
-761
| -2% | -$132K | 0.39% | 45 |
|
|
2019
Q1 | $4.82M | Sell |
30,874
-872
| -3% | -$136K | 0.36% | 46 |
|
|
2018
Q4 | $4.19M | Buy |
31,746
+176
| +0.6% | +$23.2K | 0.37% | 48 |
|
|
2018
Q3 | $4.74M | Sell |
31,570
-555
| -2% | -$83.3K | 0.39% | 42 |
|
|
2018
Q2 | $4.26M | Sell |
32,125
-491
| -2% | -$65K | 0.39% | 41 |
|
|
2018
Q1 | $3.9M | Sell |
32,616
-508
| -2% | -$60.8K | 0.37% | 46 |
|
|
2017
Q4 | $3.78M | Buy |
33,124
+4,813
| +17% | +$549K | 0.37% | 47 |
|
|
2017
Q3 | $2.98M | Sell |
28,311
-1,156
| -4% | -$122K | 0.32% | 50 |
|
|
2017
Q2 | $2.76M | Buy |
29,467
+2,436
| +9% | +$228K | 0.33% | 52 |
|
|
2017
Q1 | $2.4M | Buy |
27,031
+3,617
| +15% | +$321K | 0.34% | 47 |
|
|
2016
Q4 | $1.83M | Buy |
23,414
+314
| +1% | +$24.5K | 0.27% | 57 |
|
|
2016
Q3 | $1.91M | Buy |
23,100
+1,144
| +5% | +$94.6K | 0.3% | 57 |
|
|
2016
Q2 | $1.63M | Buy |
21,956
+151
| +0.7% | +$11.2K | 0.27% | 62 |
|
|
2016
Q1 | $1.67M | Sell |
21,805
-974
| -4% | -$74.5K | 0.29% | 57 |
|
|
2015
Q4 | $1.77M | Buy |
+22,779
| New | +$1.77M | 0.33% | 54 |
|