Wealthspire Advisors (Maryland)’s V2X VVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13
| Closed | – | – | 2056 |
|
|
2019
Q1 | $0 | Sell |
13
-3
| -19% | – | ﹤0.01% | 2609 |
|
|
2018
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 2579 |
|
|
2018
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 2526 |
|
|
2018
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 2607 |
|
|
2018
Q1 | $1K | Sell |
16
-1
| -6% | -$63 | ﹤0.01% | 2412 |
|
|
2017
Q4 | $1K | Buy |
17
+3
| +21% | +$176 | ﹤0.01% | 2350 |
|
|
2017
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 2490 |
|
|
2017
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 2291 |
|
|
2017
Q1 | $0 | Sell |
14
-12
| -46% | – | ﹤0.01% | 2030 |
|
|
2016
Q4 | $1K | Sell |
26
-40
| -61% | -$1.54K | ﹤0.01% | 1686 |
|
|
2016
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 1666 |
|
|
2016
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 1541 |
|
|
2016
Q1 | $2K | Buy |
66
+11
| +20% | +$333 | ﹤0.01% | 1566 |
|
|
2015
Q4 | $1K | Buy |
+55
| New | +$1K | ﹤0.01% | 1660 |
|