Beacon Pointe Advisors’s Sterling Bancorp STL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,147
Closed -$236K 1241
2021
Q4
$236K Sell
9,147
-514
-5% -$13.3K 0.01% 823
2021
Q3
$241K Buy
9,661
+732
+8% +$18.3K 0.01% 788
2021
Q2
$221K Buy
+8,929
New +$221K 0.01% 764