Wealthspire Advisors (New York)’s Banco Santander SAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-22,840
| Closed | -$67.4K | – | 585 |
|
2022
Q4 | $67.4K | Buy |
+22,840
| New | +$67.4K | ﹤0.01% | 565 |
|
2021
Q2 | – | Sell |
-10,894
| Closed | -$37K | – | 602 |
|
2021
Q1 | $37K | Buy |
10,894
+384
| +4% | +$1.3K | ﹤0.01% | 700 |
|
2020
Q4 | $32K | Sell |
10,510
-11,139
| -51% | -$33.9K | ﹤0.01% | 578 |
|
2020
Q3 | $38K | Buy |
21,649
+1,075
| +5% | +$1.89K | ﹤0.01% | 324 |
|
2020
Q2 | $48K | Buy |
+20,574
| New | +$48K | ﹤0.01% | 274 |
|
2020
Q1 | – | Sell |
-13,924
| Closed | -$55K | – | 563 |
|
2019
Q4 | $55K | Buy |
+13,924
| New | +$55K | ﹤0.01% | 209 |
|
2019
Q1 | – | Sell |
-9,212
| Closed | -$40K | – | 654 |
|
2018
Q4 | $40K | Buy |
+9,212
| New | +$40K | ﹤0.01% | 218 |
|