MWM
SSFN

Modera Wealth Management’s Stewardship Financial Corp SSFN Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-10,702
Closed -$99K 155
2019
Q1
$99K Hold
10,702
0.02% 143
2018
Q4
$97K Hold
10,702
0.02% 132
2018
Q3
$113K Hold
10,702
0.02% 141
2018
Q2
$125K Hold
10,702
0.03% 131
2018
Q1
$118K Sell
10,702
-8,000
-43% -$88.2K 0.02% 131
2017
Q4
$192K Hold
18,702
0.04% 128
2017
Q3
$183K Hold
18,702
0.04% 129
2017
Q2
$176K Hold
18,702
0.04% 118
2017
Q1
$160K Hold
18,702
0.04% 113
2016
Q4
$183K Hold
18,702
0.06% 105
2016
Q3
$147K Hold
18,702
0.05% 108
2016
Q2
$120K Hold
18,702
0.04% 101
2016
Q1
$108K Hold
18,702
0.04% 106
2015
Q4
$113K Sell
18,702
-2,000
-10% -$12.1K 0.04% 78
2015
Q3
$121K Hold
20,702
0.05% 74
2015
Q2
$125K Hold
20,702
0.05% 86
2015
Q1
$119K Hold
20,702
0.05% 88
2014
Q4
$101K Hold
20,702
0.04% 89
2014
Q3
$92K Hold
20,702
0.04% 83
2014
Q2
$93K Hold
20,702
0.04% 63
2014
Q1
$107K Hold
20,702
0.04% 63
2013
Q4
$100K Hold
20,702
0.04% 82
2013
Q3
$111K Hold
20,702
0.05% 52
2013
Q2
$110K Buy
+20,702
New +$110K 0.06% 51