Carson Wealth (CWM LLC)’s Sterling Bancorp STL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,403
| Closed | -$62K | – | 4038 |
|
|
2021
Q4 | $62K | Buy |
+2,403
| New | +$62K | ﹤0.01% | 1489 |
|
|
2021
Q2 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2021
Q1 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2020
Q4 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2020
Q3 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2020
Q2 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2020
Q1 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q4 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q3 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q2 | $59K | Hold |
2,389
| – | – | ﹤0.01% | 1327 |
|
|
2019
Q1 | $59K | Buy |
2,389
+2,250
| +1,619% | +$55.6K | ﹤0.01% | 1327 |
|
|
2018
Q4 | $2K | Hold |
139
| – | – | ﹤0.01% | 1818 |
|
|
2018
Q3 | $3K | Hold |
139
| – | – | ﹤0.01% | 1487 |
|
|
2018
Q2 | $3K | Hold |
139
| – | – | ﹤0.01% | 1334 |
|
|
2018
Q1 | $3K | Hold |
139
| – | – | ﹤0.01% | 1145 |
|
|
2017
Q4 | $3K | Buy |
+139
| New | +$3K | ﹤0.01% | 1248 |
|