Focused Wealth Management’s StoneCo STNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-600
| Closed | -$40K | – | 1015 |
|
|
2021
Q2 | $40K | Sell |
600
-200
| -25% | -$13.3K | 0.01% | 411 |
|
|
2021
Q1 | $49K | Hold |
800
| – | – | 0.01% | 370 |
|
|
2020
Q4 | $67K | Hold |
800
| – | – | 0.01% | 315 |
|
|
2020
Q3 | $42K | Hold |
800
| – | – | 0.01% | 344 |
|
|
2020
Q2 | $31K | Buy |
800
+200
| +33% | +$7.75K | 0.01% | 350 |
|
|
2020
Q1 | $13K | Sell |
600
-400
| -40% | -$8.67K | ﹤0.01% | 417 |
|
|
2019
Q4 | $40K | Sell |
1,000
-100
| -9% | -$4K | 0.01% | 336 |
|
|
2019
Q3 | $38K | Buy |
1,100
+100
| +10% | +$3.46K | 0.01% | 328 |
|
|
2019
Q2 | $30K | Buy |
+1,000
| New | +$30K | 0.01% | 368 |
|