Freedom Investment Management’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,878
| Closed | -$117K | – | 920 |
|
|
2021
Q4 | $117K | Sell |
10,878
-532
| -5% | -$5.72K | 0.01% | 832 |
|
|
2021
Q3 | $116K | Sell |
11,410
-429
| -4% | -$4.36K | 0.01% | 788 |
|
|
2021
Q2 | $133K | Sell |
11,839
-1,030
| -8% | -$11.6K | 0.01% | 843 |
|
|
2021
Q1 | $136K | Sell |
12,869
-179
| -1% | -$1.89K | 0.01% | 811 |
|
|
2020
Q4 | $123K | Buy |
13,048
+1,790
| +16% | +$16.9K | 0.01% | 593 |
|
|
2020
Q3 | $110K | Buy |
11,258
+700
| +7% | +$6.84K | 0.01% | 528 |
|
|
2020
Q2 | $93K | Sell |
10,558
-108
| -1% | -$951 | 0.01% | 545 |
|
|
2020
Q1 | $97K | Buy |
10,666
+233
| +2% | +$2.12K | 0.01% | 651 |
|
|
2019
Q4 | $99K | Sell |
10,433
-918
| -8% | -$8.71K | 0.01% | 646 |
|
|
2019
Q3 | $107K | Sell |
11,351
-10,836
| -49% | -$102K | 0.01% | 661 |
|
|
2019
Q2 | $222K | Sell |
22,187
-1,115
| -5% | -$11.2K | 0.02% | 602 |
|
|
2019
Q1 | $224K | Sell |
23,302
-1,271
| -5% | -$12.2K | 0.02% | 605 |
|
|
2018
Q4 | $230K | Sell |
24,573
-6,737
| -22% | -$63.1K | 0.02% | 658 |
|
|
2018
Q3 | $300K | Buy |
31,310
+7,107
| +29% | +$68.1K | 0.02% | 701 |
|
|
2018
Q2 | $237K | Buy |
24,203
+8,420
| +53% | +$82.5K | 0.01% | 835 |
|
|
2018
Q1 | $148K | Sell |
15,783
-218
| -1% | -$2.04K | 0.01% | 1070 |
|
|
2017
Q4 | $172K | Sell |
16,001
-973
| -6% | -$10.5K | 0.01% | 1060 |
|
|
2017
Q3 | $193K | Sell |
16,974
-6,683
| -28% | -$76K | 0.01% | 1022 |
|
|
2017
Q2 | $256K | Sell |
23,657
-1,960
| -8% | -$21.2K | 0.01% | 868 |
|
|
2017
Q1 | $236K | Sell |
25,617
-5,343
| -17% | -$49.2K | 0.01% | 888 |
|
|
2016
Q4 | $333K | Buy |
30,960
+2,489
| +9% | +$26.8K | 0.02% | 645 |
|
|
2016
Q3 | $275K | Buy |
28,471
+13,881
| +95% | +$134K | 0.02% | 683 |
|
|
2016
Q2 | $130K | Buy |
14,590
+1,834
| +14% | +$16.3K | 0.01% | 803 |
|
|
2016
Q1 | $107K | Buy |
+12,756
| New | +$107K | 0.01% | 792 |
|