Linscomb Wealth’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-71,996
| Closed | -$554K | – | 361 |
|
|
2020
Q1 | $554K | Sell |
71,996
-38,961
| -35% | -$300K | 0.05% | 230 |
|
|
2019
Q4 | $1.05M | Buy |
+110,957
| New | +$1.05M | 0.07% | 207 |
|
|
2019
Q1 | – | Sell |
-13,260
| Closed | -$124K | – | 270 |
|
|
2018
Q4 | $124K | Buy |
+13,260
| New | +$124K | 0.01% | 259 |
|