IFWM
STI
Institute for Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,673
| Closed | -$390K | – | 702 |
|
|
2019
Q3 | $390K | Sell |
5,673
-3,889
| -41% | -$267K | 0.1% | 280 |
|
|
2019
Q2 | $601K | Buy |
9,562
+7
| +0.1% | +$440 | 0.13% | 227 |
|
|
2019
Q1 | $566K | Buy |
+9,555
| New | +$566K | 0.12% | 216 |
|
|
2018
Q2 | – | Sell |
-11,405
| Closed | -$765K | – | 254 |
|
|
2018
Q1 | $765K | Buy |
11,405
+2,815
| +33% | +$189K | 0.23% | 154 |
|
|
2017
Q4 | $557K | Sell |
8,590
-3,125
| -27% | -$203K | 0.13% | 207 |
|
|
2017
Q3 | $700K | Buy |
11,715
+1,869
| +19% | +$112K | 0.23% | 152 |
|
|
2017
Q2 | $560K | Buy |
+9,846
| New | +$560K | 0.15% | 205 |
|