Wealthspire Advisors (Maryland)’s NCR Voyix VYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,597
| Closed | -$60K | – | 2057 |
|
|
2019
Q1 | $60K | Hold |
3,597
| – | – | ﹤0.01% | 836 |
|
|
2018
Q4 | $51K | Sell |
3,597
-2,555
| -42% | -$36.2K | ﹤0.01% | 853 |
|
|
2018
Q3 | $107K | Sell |
6,152
-29
| -0.5% | -$504 | 0.01% | 658 |
|
|
2018
Q2 | $114K | Sell |
6,181
-5,728
| -48% | -$106K | 0.01% | 653 |
|
|
2018
Q1 | $230K | Sell |
11,909
-1,087
| -8% | -$21K | 0.02% | 428 |
|
|
2017
Q4 | $271K | Buy |
12,996
+414
| +3% | +$8.63K | 0.03% | 398 |
|
|
2017
Q3 | $290K | Buy |
12,582
+6,220
| +98% | +$143K | 0.03% | 367 |
|
|
2017
Q2 | $159K | Buy |
6,362
+2,509
| +65% | +$62.7K | 0.02% | 533 |
|
|
2017
Q1 | $108K | Buy |
3,853
+202
| +6% | +$5.66K | 0.02% | 571 |
|
|
2016
Q4 | $91K | Sell |
3,651
-13
| -0.4% | -$324 | 0.01% | 609 |
|
|
2016
Q3 | $72K | Buy |
3,664
+45
| +1% | +$884 | 0.01% | 675 |
|
|
2016
Q2 | $62K | Sell |
3,619
-1,807
| -33% | -$31K | 0.01% | 678 |
|
|
2016
Q1 | $100K | Sell |
5,426
-419
| -7% | -$7.72K | 0.02% | 521 |
|
|
2015
Q4 | $88K | Buy |
+5,845
| New | +$88K | 0.02% | 558 |
|