Wealthspire Advisors (New York)’s Vicor VICR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,437
| Closed | -$510K | – | 621 |
|
|
2023
Q2 | $510K | Hold |
9,437
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $443K | Sell |
9,437
-112
| -1% | -$5.26K | 0.01% | 371 |
|
|
2022
Q4 | $513K | Buy |
9,549
+112
| +1% | +$6.02K | 0.01% | 360 |
|
|
2022
Q3 | $558K | Hold |
9,437
| – | – | 0.01% | 316 |
|
|
2022
Q2 | $516K | Buy |
9,437
+1,000
| +12% | +$54.7K | 0.01% | 311 |
|
|
2022
Q1 | $595K | Sell |
8,437
-10
| -0.1% | -$705 | 0.01% | 244 |
|
|
2021
Q4 | $1.07M | Sell |
8,447
-4,339
| -34% | -$551K | 0.02% | 220 |
|
|
2021
Q3 | $1.72M | Hold |
12,786
| – | – | 0.04% | 180 |
|
|
2021
Q2 | $1.35M | Sell |
12,786
-113
| -0.9% | -$11.9K | 0.04% | 135 |
|
|
2021
Q1 | $1.1M | Sell |
12,899
-4
| -0% | -$340 | 0.03% | 248 |
|
|
2020
Q4 | $1.19M | Buy |
+12,903
| New | +$1.19M | 0.04% | 187 |
|
|
2020
Q2 | – | Sell |
-14,777
| Closed | -$658K | – | 521 |
|
|
2020
Q1 | $658K | Buy |
+14,777
| New | +$658K | 0.03% | 257 |
|