Integrated Wealth Concepts’s Star Bulk Carriers SBLK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Buy |
20,726
+6,936
| +50% | +$120K | ﹤0.01% | 1468 |
|
2025
Q1 | $215K | Sell |
13,790
-250
| -2% | -$3.89K | ﹤0.01% | 1584 |
|
2024
Q4 | $210K | Sell |
14,040
-420
| -3% | -$6.28K | ﹤0.01% | 1580 |
|
2024
Q3 | $343K | Buy |
14,460
+19
| +0.1% | +$450 | ﹤0.01% | 1254 |
|
2024
Q2 | $352K | Sell |
14,441
-226
| -2% | -$5.51K | ﹤0.01% | 1231 |
|
2024
Q1 | $350K | Hold |
14,667
| – | – | 0.01% | 1235 |
|
2023
Q4 | $312K | Sell |
14,667
-1,060
| -7% | -$22.5K | 0.01% | 1248 |
|
2023
Q3 | $303K | Buy |
15,727
+82
| +0.5% | +$1.58K | 0.01% | 1224 |
|
2023
Q2 | $277K | Sell |
15,645
-1,001
| -6% | -$17.7K | ﹤0.01% | 1262 |
|
2023
Q1 | $352K | Buy |
16,646
+4,460
| +37% | +$94.3K | 0.01% | 983 |
|
2022
Q4 | $234K | Buy |
12,186
+1,021
| +9% | +$19.6K | 0.01% | 891 |
|
2022
Q3 | $195K | Buy |
11,165
+2,900
| +35% | +$50.6K | 0.01% | 875 |
|
2022
Q2 | $207K | Buy |
+8,265
| New | +$207K | 0.01% | 890 |
|