Aperio Group’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20,518
| Closed | -$431K | – | 2390 |
|
|
2020
Q2 | $431K | Buy |
20,518
+8,089
| +65% | +$170K | ﹤0.01% | 1833 |
|
|
2020
Q1 | $221K | Buy |
+12,429
| New | +$221K | ﹤0.01% | 2057 |
|
|
2019
Q3 | – | Sell |
-532
| Closed | -$15K | – | 2702 |
|
|
2019
Q2 | $15K | Buy |
+532
| New | +$15K | ﹤0.01% | 2729 |
|