Avior Wealth Management’s Sally Beauty Holdings SBH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-21
| Closed | -$260 | – | 3458 |
|
2024
Q1 | $260 | Buy |
+21
| New | +$260 | ﹤0.01% | 2778 |
|
2019
Q3 | – | Sell |
-36,053
| Closed | -$481K | – | 861 |
|
2019
Q2 | $481K | Hold |
36,053
| – | – | 0.09% | 216 |
|
2019
Q1 | $663K | Buy |
36,053
+11,867
| +49% | +$218K | 0.14% | 157 |
|
2018
Q4 | $412K | Hold |
24,186
| – | – | 0.1% | 194 |
|
2018
Q3 | $445K | Hold |
24,186
| – | – | 0.1% | 204 |
|
2018
Q2 | $388K | Buy |
24,186
+7,109
| +42% | +$114K | 0.09% | 208 |
|
2018
Q1 | $281K | Hold |
17,077
| – | – | 0.07% | 237 |
|
2017
Q4 | $3.02M | Buy |
+17,077
| New | +$3.02M | 0.68% | 33 |
|