Icon Wealth Partners’s Stellar Bancorp STEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $336K | Sell |
15,775
-2,560
| -14% | -$54.6K | 0.04% | 221 |
|
|
2023
Q2 | $420K | Hold |
18,335
| – | – | 0.04% | 208 |
|
|
2023
Q1 | $451K | Buy |
+18,335
| New | +$451K | 0.05% | 204 |
|
|
2021
Q3 | – | Sell |
-15,320
| Closed | -$418K | – | 356 |
|
|
2021
Q2 | $418K | Sell |
15,320
-5,000
| -25% | -$136K | 0.04% | 246 |
|
|
2021
Q1 | $624K | Buy |
+20,320
| New | +$624K | 0.08% | 182 |
|