Dynamic Advisor Solutions’s Stonegate Bank SGBK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-7,884
Closed -$236K 214
2016
Q1
$236K Sell
7,884
-125
-2% -$3.74K 0.1% 184
2015
Q4
$263K Buy
+8,009
New +$263K 0.11% 188