WANY
ML
Wealthspire Advisors (New York)’s MoneyLion Inc. ML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,540
| Closed | -$260K | – | 777 |
|
|
2024
Q2 | $260K | Buy |
+3,540
| New | +$260K | ﹤0.01% | 569 |
|
|
2023
Q2 | – | Sell |
-21,300
| Closed | -$12.1K | – | 576 |
|
|
2023
Q1 | $12.1K | Buy |
21,300
+10,000
| +88% | +$5.68K | ﹤0.01% | 530 |
|
|
2022
Q4 | $7.01K | Sell |
11,300
-20,000
| -64% | -$12.4K | ﹤0.01% | 579 |
|
|
2022
Q3 | $28K | Hold |
31,300
| – | – | ﹤0.01% | 505 |
|
|
2022
Q2 | $41K | Buy |
+31,300
| New | +$41K | ﹤0.01% | 490 |
|