Envestnet Asset Management’s Stonegate Bank SGBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-55
| Closed | -$2K | – | 3221 |
|
|
2016
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 3013 |
|
|
2016
Q3 | – | Sell |
-1,436
| Closed | -$46K | – | 3141 |
|
|
2016
Q2 | $46K | Sell |
1,436
-149
| -9% | -$4.77K | ﹤0.01% | 2769 |
|
|
2016
Q1 | $47K | Sell |
1,585
-21
| -1% | -$623 | ﹤0.01% | 2746 |
|
|
2015
Q4 | $53K | Buy |
+1,606
| New | +$53K | ﹤0.01% | 2655 |
|
|
2014
Q4 | – | Sell |
-39
| Closed | -$1K | – | 2856 |
|
|
2014
Q3 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 2701 |
|