IFP Advisors’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-5,395
| Closed | -$50K | – | 3239 |
|
|
2018
Q4 | $50K | Sell |
5,395
-2,500
| -32% | -$23.2K | ﹤0.01% | 1608 |
|
|
2018
Q3 | $77K | Buy |
7,895
+500
| +7% | +$4.88K | ﹤0.01% | 1635 |
|
|
2018
Q2 | $72K | Buy |
7,395
+2,675
| +57% | +$26K | ﹤0.01% | 1680 |
|
|
2018
Q1 | $51K | Hold |
4,720
| – | – | ﹤0.01% | 1798 |
|
|
2017
Q4 | $51K | Sell |
4,720
-4,600
| -49% | -$49.7K | ﹤0.01% | 1794 |
|
|
2017
Q3 | $106K | Sell |
9,320
-2,000
| -18% | -$22.7K | ﹤0.01% | 1509 |
|
|
2017
Q2 | $123K | Buy |
11,320
+720
| +7% | +$7.82K | 0.01% | 1411 |
|
|
2017
Q1 | $98K | Buy |
10,600
+200
| +2% | +$1.85K | ﹤0.01% | 1498 |
|
|
2016
Q4 | $112K | Hold |
10,400
| – | – | 0.01% | 1386 |
|
|
2016
Q3 | $100K | Hold |
10,400
| – | – | 0.01% | 1356 |
|
|
2016
Q2 | $92K | Buy |
+10,400
| New | +$92K | 0.01% | 1386 |
|
|
2016
Q1 | – | Sell |
-2,500
| Closed | -$19K | – | 3273 |
|
|
2015
Q4 | $19K | Buy |
+2,500
| New | +$19K | ﹤0.01% | 2181 |
|