Wealthspire Advisors (New York)’s First American FAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,059
| Closed | -$268K | – | 525 |
|
|
2022
Q2 | $268K | Buy |
5,059
+52
| +1% | +$2.76K | 0.01% | 421 |
|
|
2022
Q1 | $325K | Sell |
5,007
-219
| -4% | -$14.2K | 0.01% | 338 |
|
|
2021
Q4 | $409K | Buy |
5,226
+133
| +3% | +$10.4K | 0.01% | 356 |
|
|
2021
Q3 | $341K | Buy |
5,093
+192
| +4% | +$12.9K | 0.01% | 437 |
|
|
2021
Q2 | $306K | Sell |
4,901
-384
| -7% | -$24K | 0.01% | 287 |
|
|
2021
Q1 | $299K | Buy |
5,285
+204
| +4% | +$11.5K | 0.01% | 547 |
|
|
2020
Q4 | $262K | Buy |
+5,081
| New | +$262K | 0.01% | 479 |
|
|
2020
Q2 | – | Sell |
-7,713
| Closed | -$327K | – | 357 |
|
|
2020
Q1 | $327K | Buy |
7,713
+3,721
| +93% | +$158K | 0.01% | 362 |
|
|
2019
Q4 | $233K | Buy |
+3,992
| New | +$233K | 0.02% | 184 |
|
|
2019
Q3 | – | Sell |
-3,735
| Closed | -$200K | – | 168 |
|
|
2019
Q2 | $200K | Buy |
+3,735
| New | +$200K | 0.02% | 93 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$11K | – | 298 |
|
|
2018
Q4 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 480 |
|