Wealthspire Advisors (Maryland)’s INNOVATE Corp VATE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-39
| Closed | -$2K | – | 2574 |
|
|
2018
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 2201 |
|
|
2018
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 2208 |
|
|
2018
Q1 | $2K | Hold |
39
| – | – | ﹤0.01% | 2221 |
|
|
2017
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 2181 |
|
|
2017
Q3 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 2021 |
|