AE Wealth Management’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-35,752
| Closed | -$341K | – | 1912 |
|
|
2022
Q3 | $341K | Buy |
+35,752
| New | +$341K | ﹤0.01% | 1412 |
|
|
2020
Q2 | – | Sell |
-9,328
| Closed | -$203K | – | 1320 |
|
|
2020
Q1 | $203K | Sell |
9,328
-2,000
| -18% | -$43.5K | ﹤0.01% | 1002 |
|
|
2019
Q4 | $452K | Buy |
11,328
+50
| +0.4% | +$2K | 0.01% | 766 |
|
|
2019
Q3 | $392K | Hold |
11,278
| – | – | 0.01% | 685 |
|
|
2019
Q2 | $334K | Buy |
+11,278
| New | +$334K | 0.01% | 715 |
|