Wealthspire Advisors (Maryland)’s Visteon VC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,024
| Closed | -$136K | – | 2009 |
|
|
2019
Q1 | $136K | Buy |
2,024
+43
| +2% | +$2.89K | 0.01% | 545 |
|
|
2018
Q4 | $119K | Buy |
1,981
+1,129
| +133% | +$67.8K | 0.01% | 549 |
|
|
2018
Q3 | $79K | Sell |
852
-7
| -0.8% | -$649 | 0.01% | 789 |
|
|
2018
Q2 | $111K | Buy |
859
+18
| +2% | +$2.33K | 0.01% | 667 |
|
|
2018
Q1 | $93K | Buy |
841
+5
| +0.6% | +$553 | 0.01% | 744 |
|
|
2017
Q4 | $105K | Sell |
836
-555
| -40% | -$69.7K | 0.01% | 696 |
|
|
2017
Q3 | $172K | Sell |
1,391
-33
| -2% | -$4.08K | 0.02% | 529 |
|
|
2017
Q2 | $145K | Sell |
1,424
-268
| -16% | -$27.3K | 0.02% | 559 |
|
|
2017
Q1 | $166K | Sell |
1,692
-820
| -33% | -$80.4K | 0.02% | 452 |
|
|
2016
Q4 | $202K | Sell |
2,512
-280
| -10% | -$22.5K | 0.03% | 365 |
|
|
2016
Q3 | $200K | Buy |
2,792
+305
| +12% | +$21.8K | 0.03% | 382 |
|
|
2016
Q2 | $164K | Sell |
2,487
-1,030
| -29% | -$67.9K | 0.03% | 417 |
|
|
2016
Q1 | $280K | Buy |
3,517
+243
| +7% | +$19.3K | 0.05% | 273 |
|
|
2015
Q4 | $375K | Buy |
+3,274
| New | +$375K | 0.07% | 206 |
|