Wealthspire Advisors (New York)’s Stagwell STGW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-54,232
| Closed | -$381K | – | 838 |
|
|
2024
Q3 | $381K | Hold |
54,232
| – | – | ﹤0.01% | 560 |
|
|
2024
Q2 | $370K | Sell |
54,232
-20,000
| -27% | -$136K | ﹤0.01% | 490 |
|
|
2024
Q1 | $462K | Sell |
74,232
-66,912
| -47% | -$416K | 0.01% | 438 |
|
|
2023
Q4 | $936K | Sell |
141,144
-163,645
| -54% | -$1.08M | 0.01% | 320 |
|
|
2023
Q3 | $1.43M | Hold |
304,789
| – | – | 0.02% | 215 |
|
|
2023
Q2 | $2.2M | Buy |
304,789
+6,667
| +2% | +$48.1K | 0.04% | 146 |
|
|
2023
Q1 | $2.21M | Buy |
+298,122
| New | +$2.21M | 0.04% | 140 |
|