Wealthspire Advisors (New York)’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,899
Closed -$218K 625
2021
Q3
$218K Buy
+1,899
New +$218K ﹤0.01% 535
2019
Q1
Sell
-177
Closed -$9K 721
2018
Q4
$9K Buy
+177
New +$9K ﹤0.01% 536