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Engrave Wealth Partners’s Stellar Bancorp STEL Stock Holding History

Engrave Wealth Partners’s Portfolio STEL Stock Details STEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$384K Hold
13,793
– – 0.11% 53
2023
Q3 		$294K Hold
13,793
– – 0.09% 53
2023
Q2 		$316K Hold
13,793
– – 0.1% 49
2023
Q1 		$296K Hold
13,793
– – 0.1% 55
2022
Q4 		$402K Buy
+13,793
New +$402K 0.14% 48