WANY
Wealthspire Advisors (New York)’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $675K | Buy |
1,171
+186
| +19% | +$107K | ﹤0.01% | 466 |
|
|
2025
Q1 | $557K | Buy |
985
+171
| +21% | +$96.7K | ﹤0.01% | 492 |
|
|
2024
Q4 | $489K | Sell |
814
-94
| -10% | -$56.4K | ﹤0.01% | 520 |
|
|
2024
Q3 | $530K | Sell |
908
-230
| -20% | -$134K | 0.01% | 488 |
|
|
2024
Q2 | $548K | Sell |
1,138
-80
| -7% | -$38.6K | 0.01% | 412 |
|
|
2024
Q1 | $683K | Buy |
1,218
+745
| +158% | +$417K | 0.01% | 370 |
|
|
2023
Q4 | $268K | Buy |
473
+1
| +0.2% | +$566 | ﹤0.01% | 550 |
|
|
2023
Q3 | $242K | Buy |
+472
| New | +$242K | ﹤0.01% | 524 |
|
|
2023
Q1 | – | Sell |
-444
| Closed | -$207K | – | 575 |
|
|
2022
Q4 | $207K | Buy |
+444
| New | +$207K | ﹤0.01% | 536 |
|
|
2022
Q1 | – | Sell |
-636
| Closed | -$390K | – | 507 |
|
|
2021
Q4 | $390K | Buy |
636
+26
| +4% | +$15.9K | 0.01% | 364 |
|
|
2021
Q3 | $371K | Buy |
+610
| New | +$371K | 0.01% | 415 |
|
|
2021
Q2 | – | Sell |
-2,693
| Closed | -$1.13M | – | 555 |
|
|
2021
Q1 | $1.13M | Sell |
2,693
-467
| -15% | -$196K | 0.03% | 244 |
|
|
2020
Q4 | $1.41M | Buy |
3,160
+469
| +17% | +$209K | 0.04% | 168 |
|
|
2020
Q3 | $960K | Sell |
2,691
-197
| -7% | -$70.3K | 0.06% | 130 |
|
|
2020
Q2 | $964K | Buy |
2,888
+284
| +11% | +$94.8K | 0.07% | 109 |
|
|
2020
Q1 | $753K | Buy |
2,604
+1,570
| +152% | +$454K | 0.03% | 234 |
|
|
2019
Q4 | $267K | Buy |
+1,034
| New | +$267K | 0.02% | 165 |
|
|
2019
Q1 | – | Sell |
-9
| Closed | -$1K | – | 520 |
|
|
2018
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 819 |
|