WAM
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Wealthspire Advisors (Maryland)’s Worthington Enterprises WOR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-78
Closed -$2K – 2095
2019
Q1 		$2K Buy
+78
New +$1.79K ﹤0.01% 2221
2018
Q2 		– Sell
-13
Closed – – 2613
2018
Q1 		$0 Sell
13
-15
-54% -$421 ﹤0.01% 2665
2017
Q4 		$1K Buy
28
+15
+115% +$401 ﹤0.01% 2353
2017
Q3 		$0 Hold
13
– – ﹤0.01% 2497
2017
Q2 		$0 Sell
13
-8
-38% -$215 ﹤0.01% 2295
2017
Q1 		$1K Buy
21
+8
+62% +$241 ﹤0.01% 1852
2016
Q4 		$0 Hold
13
– – ﹤0.01% 1857
2016
Q3 		$0 Hold
13
– – ﹤0.01% 1816
2016
Q2 		$0 Hold
13
– – ﹤0.01% 1824
2016
Q1 		$0 Hold
13
– – ﹤0.01% 1859
2015
Q4 		$0 Buy
+13
New +$240 ﹤0.01% 1781

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