Laurel Wealth Advisors (California)’s SITO MOBILE, LTD SITO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-733,882
| Closed | -$204K | – | 448 |
|
|
2019
Q4 | $204K | Hold |
733,882
| – | – | 0.03% | 424 |
|
|
2019
Q3 | $635K | Hold |
733,882
| – | – | 0.11% | 209 |
|
|
2019
Q2 | $576K | Buy |
733,882
+6,075
| +0.8% | +$4.77K | 0.13% | 176 |
|
|
2019
Q1 | $1.33M | Hold |
727,807
| – | – | 0.33% | 86 |
|
|
2018
Q4 | $655K | Buy |
727,807
+30,767
| +4% | +$27.7K | 0.19% | 122 |
|
|
2018
Q3 | $1.24M | Sell |
697,040
-9,584
| -1% | -$17K | 0.3% | 88 |
|
|
2018
Q2 | $1.83M | Buy |
+706,624
| New | +$1.83M | 0.49% | 50 |
|