Wealthspire Advisors (Maryland)’s WESCO International WCC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-169
| Closed | -$9K | – | 2066 |
|
|
2019
Q1 | $9K | Buy |
169
+8
| +5% | +$426 | ﹤0.01% | 1593 |
|
|
2018
Q4 | $8K | Buy |
161
+9
| +6% | +$447 | ﹤0.01% | 1573 |
|
|
2018
Q3 | $9K | Hold |
152
| – | – | ﹤0.01% | 1573 |
|
|
2018
Q2 | $9K | Sell |
152
-5
| -3% | -$296 | ﹤0.01% | 1592 |
|
|
2018
Q1 | $10K | Hold |
157
| – | – | ﹤0.01% | 1583 |
|
|
2017
Q4 | $11K | Sell |
157
-4
| -2% | -$280 | ﹤0.01% | 1564 |
|
|
2017
Q3 | $9K | Hold |
161
| – | – | ﹤0.01% | 1624 |
|
|
2017
Q2 | $9K | Sell |
161
-1,200
| -88% | -$67.1K | ﹤0.01% | 1589 |
|
|
2017
Q1 | $95K | Buy |
1,361
+74
| +6% | +$5.17K | 0.01% | 619 |
|
|
2016
Q4 | $86K | Sell |
1,287
-80
| -6% | -$5.35K | 0.01% | 624 |
|
|
2016
Q3 | $84K | Buy |
1,367
+262
| +24% | +$16.1K | 0.01% | 630 |
|
|
2016
Q2 | $57K | Buy |
1,105
+528
| +92% | +$27.2K | 0.01% | 706 |
|
|
2016
Q1 | $32K | Buy |
577
+538
| +1,379% | +$29.8K | 0.01% | 817 |
|
|
2015
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 1546 |
|