Circle Wealth Management’s Sterling Bancorp STL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $938K | Buy |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $872K | Buy |
|
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|
2021
Q1 | $765K | Buy |
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|
2020
Q4 | $598K | Buy |
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|
2020
Q3 | $350K | Sell |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $530K | Sell |
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|
2019
Q4 | $1.27M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.15M | Hold |
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|
2018
Q4 | $1.01M | Sell |
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|
2018
Q3 | $1.8M | Hold |
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|
2018
Q2 | $1.92M | Hold |
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|
2018
Q1 | $1.84M | Hold |
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|
2017
Q4 | $2.01M | Buy |
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