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Wealthspire Advisors (New York)’s Definitive Healthcare DH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55,000
Closed -$605K – 599
2023
Q2 		$605K Hold
55,000
– – 0.01% 329
2023
Q1 		$568K Buy
+55,000
New +$648K 0.01% 334

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RP
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