EWA
STI
Exencial Wealth Advisors’s SunTrust Banks, Inc. STI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-72,236
| Closed | -$4.97M | – | 272 |
|
|
2019
Q3 | $4.97M | Buy |
72,236
+2,277
| +3% | +$157K | 1.07% | 25 |
|
|
2019
Q2 | $4.4M | Sell |
69,959
-2,200
| -3% | -$138K | 1.03% | 28 |
|
|
2019
Q1 | $4.28M | Sell |
72,159
-2,440
| -3% | -$145K | 1.01% | 32 |
|
|
2018
Q4 | $3.76M | Buy |
74,599
+3,934
| +6% | +$198K | 1.01% | 32 |
|
|
2018
Q3 | $4.72M | Buy |
70,665
+2,149
| +3% | +$144K | 1.1% | 21 |
|
|
2018
Q2 | $4.52M | Buy |
68,516
+1,448
| +2% | +$95.6K | 1.26% | 20 |
|
|
2018
Q1 | $4.56M | Sell |
67,068
-5,577
| -8% | -$379K | 1.36% | 17 |
|
|
2017
Q4 | $4.69M | Buy |
72,645
+3,068
| +4% | +$198K | 1.41% | 15 |
|
|
2017
Q3 | $4.16M | Buy |
69,577
+712
| +1% | +$42.6K | 1.37% | 16 |
|
|
2017
Q2 | $3.91M | Buy |
68,865
+2,078
| +3% | +$118K | 1.6% | 16 |
|
|
2017
Q1 | $3.62M | Sell |
66,787
-4,774
| -7% | -$259K | 1.57% | 18 |
|
|
2016
Q4 | $3.93M | Sell |
71,561
-3,302
| -4% | -$181K | 1.66% | 14 |
|
|
2016
Q3 | $3.39M | Buy |
74,863
+990
| +1% | +$44.8K | 1.5% | 14 |
|
|
2016
Q2 | $3.04M | Buy |
73,873
+2,791
| +4% | +$115K | 1.37% | 21 |
|
|
2016
Q1 | $2.57M | Buy |
+71,082
| New | +$2.57M | 1.21% | 28 |
|