FineMark National Bank & Trust’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 |
-5,464
| Closed | -$252K | – | 385 |
|
|
2017
Q2 | $252K | Hold |
5,464
| – | – | 0.02% | 309 |
|
|
2017
Q1 | $257K | Buy |
5,464
+9
| +0.2% | +$423 | 0.02% | 312 |
|
|
2016
Q4 | $228K | Hold |
5,455
| – | – | 0.02% | 317 |
|
|
2016
Q3 | $184K | Hold |
5,455
| – | – | 0.02% | 342 |
|
|
2016
Q2 | $176K | Hold |
5,455
| – | – | 0.02% | 324 |
|
|
2016
Q1 | $163K | Buy |
5,455
+1,772
| +48% | +$52.9K | 0.02% | 335 |
|
|
2015
Q4 | $121K | Hold |
3,683
| – | – | 0.01% | 414 |
|
|
2015
Q3 | $117K | Hold |
3,683
| – | – | 0.02% | 424 |
|
|
2015
Q2 | $109K | Buy |
3,683
+20
| +0.5% | +$592 | 0.01% | 470 |
|
|
2015
Q1 | $111K | Hold |
3,663
| – | – | 0.02% | 466 |
|
|
2014
Q4 | $108K | Hold |
3,663
| – | – | 0.02% | 471 |
|
|
2014
Q3 | $94K | Hold |
3,663
| – | – | 0.02% | 490 |
|
|
2014
Q2 | $92K | Buy |
+3,663
| New | +$92K | 0.02% | 491 |
|