Carson Wealth (CWM LLC)’s SunTrust Banks, Inc. STI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-215
| Closed | -$11K | – | 3427 |
|
|
2018
Q4 | $11K | Buy |
215
+111
| +107% | +$5.68K | ﹤0.01% | 1313 |
|
|
2018
Q3 | $7K | Buy |
104
+20
| +24% | +$1.35K | ﹤0.01% | 1273 |
|
|
2018
Q2 | $6K | Hold |
84
| – | – | ﹤0.01% | 1165 |
|
|
2018
Q1 | $6K | Buy |
84
+47
| +127% | +$3.36K | ﹤0.01% | 991 |
|
|
2017
Q4 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 1316 |
|
|
2017
Q1 | – | Sell |
-301
| Closed | -$17K | – | 1375 |
|
|
2016
Q4 | $17K | Buy |
+301
| New | +$17K | ﹤0.01% | 622 |
|