Engrave Wealth Partners’s Stellar Bancorp STEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$384K Hold
2023
Q3
$294K Hold
2023
Q2
$316K Hold
2023
Q1
$296K Hold
2022
Q4
$402K Buy