FDx Advisors’s Stonegate Bank SGBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,916
| Closed | -$227K | – | 1325 |
|
|
2017
Q2 | $227K | Hold |
4,916
| – | – | 0.01% | 1092 |
|
|
2017
Q1 | $231K | Sell |
4,916
-551
| -10% | -$25.9K | 0.01% | 1062 |
|
|
2016
Q4 | $228K | Buy |
+5,467
| New | +$228K | 0.01% | 1043 |
|
|
2016
Q3 | – | Sell |
-7,482
| Closed | -$241K | – | 982 |
|
|
2016
Q2 | $241K | Buy |
+7,482
| New | +$241K | 0.01% | 798 |
|