Wealthspire Advisors (Maryland)’s Wabtec WAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $207K | Buy |
+3,339
| New | +$207K | 0.01% | 450 |
|
|
2019
Q2 | – | Sell |
-2,346
| Closed | -$173K | – | 2059 |
|
|
2019
Q1 | $173K | Buy |
2,346
+451
| +24% | +$33.3K | 0.01% | 472 |
|
|
2018
Q4 | $133K | Buy |
1,895
+692
| +58% | +$48.6K | 0.01% | 519 |
|
|
2018
Q3 | $126K | Sell |
1,203
-1
| -0.1% | -$105 | 0.01% | 599 |
|
|
2018
Q2 | $119K | Sell |
1,204
-61
| -5% | -$6.03K | 0.01% | 635 |
|
|
2018
Q1 | $103K | Sell |
1,265
-148
| -10% | -$12.1K | 0.01% | 702 |
|
|
2017
Q4 | $115K | Sell |
1,413
-502
| -26% | -$40.9K | 0.01% | 659 |
|
|
2017
Q3 | $145K | Sell |
1,915
-630
| -25% | -$47.7K | 0.02% | 579 |
|
|
2017
Q2 | $233K | Buy |
2,545
+92
| +4% | +$8.42K | 0.03% | 403 |
|
|
2017
Q1 | $191K | Sell |
2,453
-171
| -7% | -$13.3K | 0.03% | 409 |
|
|
2016
Q4 | $218K | Sell |
2,624
-1,262
| -32% | -$105K | 0.03% | 347 |
|
|
2016
Q3 | $317K | Sell |
3,886
-705
| -15% | -$57.5K | 0.05% | 258 |
|
|
2016
Q2 | $322K | Buy |
4,591
+41
| +0.9% | +$2.88K | 0.05% | 238 |
|
|
2016
Q1 | $361K | Sell |
4,550
-1,200
| -21% | -$95.2K | 0.06% | 211 |
|
|
2015
Q4 | $409K | Buy |
+5,750
| New | +$409K | 0.08% | 190 |
|