IFWM
Institute for Wealth Management’s Star Bulk Carriers SBLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,822
| Closed | -$410K | – | 555 |
|
|
2024
Q2 | $410K | Buy |
16,822
+3,132
| +23% | +$76.4K | 0.06% | 324 |
|
|
2024
Q1 | $327K | Buy |
13,690
+3,018
| +28% | +$72K | 0.04% | 368 |
|
|
2023
Q4 | $227K | Hold |
10,672
| – | – | 0.04% | 426 |
|
|
2023
Q3 | $206K | Buy |
+10,672
| New | +$206K | 0.04% | 423 |
|