Wealthspire Advisors (Maryland)’s Ziff Davis ZD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-574
| Closed | -$43K | – | 2533 |
|
|
2018
Q2 | $43K | Sell |
574
-29
| -5% | -$2.17K | ﹤0.01% | 1039 |
|
|
2018
Q1 | $41K | Sell |
603
-16
| -3% | -$1.09K | ﹤0.01% | 1066 |
|
|
2017
Q4 | $40K | Sell |
619
-316
| -34% | -$20.4K | ﹤0.01% | 1102 |
|
|
2017
Q3 | $60K | Hold |
935
| – | – | 0.01% | 902 |
|
|
2017
Q2 | $69K | Hold |
935
| – | – | 0.01% | 833 |
|
|
2017
Q1 | $68K | Sell |
935
-15
| -2% | -$1.09K | 0.01% | 716 |
|
|
2016
Q4 | $68K | Sell |
950
-14
| -1% | -$1K | 0.01% | 688 |
|
|
2016
Q3 | $56K | Hold |
964
| – | – | 0.01% | 746 |
|
|
2016
Q2 | $53K | Sell |
964
-40
| -4% | -$2.2K | 0.01% | 722 |
|
|
2016
Q1 | $54K | Buy |
1,004
+175
| +21% | +$9.41K | 0.01% | 685 |
|
|
2015
Q4 | $59K | Buy |
+829
| New | +$59K | 0.01% | 673 |
|