Glassman Wealth Services’s Sterling Bancorp STL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-385
| Closed | -$10K | – | 2092 |
|
|
2021
Q4 | $10K | Buy |
385
+91
| +31% | +$2.36K | ﹤0.01% | 808 |
|
|
2021
Q3 | $7K | Buy |
294
+66
| +29% | +$1.57K | ﹤0.01% | 889 |
|
|
2021
Q2 | $6K | Buy |
228
+15
| +7% | +$395 | ﹤0.01% | 893 |
|
|
2021
Q1 | $5K | Hold |
213
| – | – | ﹤0.01% | 897 |
|
|
2020
Q4 | $4K | Hold |
213
| – | – | ﹤0.01% | 940 |
|
|
2020
Q3 | $2K | Hold |
213
| – | – | ﹤0.01% | 1078 |
|
|
2020
Q2 | $2K | Buy |
+213
| New | +$2K | ﹤0.01% | 942 |
|
|
2020
Q1 | – | Sell |
-95
| Closed | -$2K | – | 1784 |
|
|
2019
Q4 | $2K | Buy |
95
+17
| +22% | +$358 | ﹤0.01% | 829 |
|
|
2019
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 764 |
|
|
2019
Q2 | $2K | Hold |
78
| – | – | ﹤0.01% | 782 |
|
|
2019
Q1 | $1K | Hold |
78
| – | – | ﹤0.01% | 1003 |
|
|
2018
Q4 | $1K | Buy |
78
+69
| +767% | +$885 | ﹤0.01% | 748 |
|
|
2018
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 1054 |
|
|
2018
Q2 | $0 | Buy |
+9
| New | – | ﹤0.01% | 1063 |
|