Wealthspire Advisors (New York)’s Partners Bancorp Common Stock PTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-56,146
| Closed | -$435K | – | 664 |
|
|
2023
Q3 | $435K | Hold |
56,146
| – | – | 0.01% | 415 |
|
|
2023
Q2 | $348K | Hold |
56,146
| – | – | 0.01% | 437 |
|
|
2023
Q1 | $440K | Hold |
56,146
| – | – | 0.01% | 374 |
|
|
2022
Q4 | $497K | Hold |
56,146
| – | – | 0.01% | 367 |
|
|
2022
Q3 | $499K | Hold |
56,146
| – | – | 0.01% | 334 |
|
|
2022
Q2 | $507K | Buy |
56,146
+11,319
| +25% | +$102K | 0.01% | 313 |
|
|
2022
Q1 | $413K | Hold |
44,827
| – | – | 0.01% | 301 |
|
|
2021
Q4 | $439K | Hold |
44,827
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $371K | Buy |
+44,827
| New | +$371K | 0.01% | 416 |
|
|
2021
Q2 | – | Sell |
-45,305
| Closed | -$331K | – | 693 |
|
|
2021
Q1 | $331K | Buy |
+45,305
| New | +$331K | 0.01% | 521 |
|