WAM
WFBI
Wealthspire Advisors (Maryland)’s WashingtonFirst Bankshares Inc WFBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-80,711
| Closed | -$2.77M | – | 2758 |
|
|
2017
Q4 | $2.77M | Sell |
80,711
-12,314
| -13% | -$422K | 0.27% | 65 |
|
|
2017
Q3 | $3.31M | Buy |
93,025
+1,211
| +1% | +$43.1K | 0.36% | 44 |
|
|
2017
Q2 | $3.17M | Buy |
91,814
+84,722
| +1,195% | +$2.93M | 0.38% | 43 |
|
|
2017
Q1 | $199K | Buy |
7,092
+64
| +0.9% | +$1.8K | 0.03% | 396 |
|
|
2016
Q4 | $204K | Buy |
7,028
+249
| +4% | +$7.23K | 0.03% | 361 |
|
|
2016
Q3 | $167K | Hold |
6,779
| – | – | 0.03% | 432 |
|
|
2016
Q2 | $146K | Hold |
6,779
| – | – | 0.02% | 451 |
|
|
2016
Q1 | $148K | Buy |
+6,779
| New | +$148K | 0.03% | 427 |
|