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 |
|