Wealthspire Advisors (Maryland)’s West Corporation WSTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-567
| Closed | -$13K | – | 2727 |
|
|
2017
Q3 | $13K | Hold |
567
| – | – | ﹤0.01% | 1491 |
|
|
2017
Q2 | $13K | Sell |
567
-1,129
| -67% | -$25.9K | ﹤0.01% | 1450 |
|
|
2017
Q1 | $41K | Sell |
1,696
-45
| -3% | -$1.09K | 0.01% | 853 |
|
|
2016
Q4 | $43K | Sell |
1,741
-357
| -17% | -$8.82K | 0.01% | 818 |
|
|
2016
Q3 | $46K | Buy |
2,098
+310
| +17% | +$6.8K | 0.01% | 806 |
|
|
2016
Q2 | $35K | Buy |
1,788
+303
| +20% | +$5.93K | 0.01% | 820 |
|
|
2016
Q1 | $34K | Sell |
1,485
-368
| -20% | -$8.43K | 0.01% | 801 |
|
|
2015
Q4 | $40K | Buy |
+1,853
| New | +$40K | 0.01% | 779 |
|