Monograph Wealth Advisors’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $177K | Hold |
|
|||||
|
2024
Q4 | $155K | Sell |
|
|||||
|
2024
Q3 | $354K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $302K | Hold |
|
|||||
|
2023
Q4 | $347K | Hold |
|
|||||
|
2023
Q3 | $362K | Hold |
|
|||||
|
2023
Q2 | $411K | Hold |
|
|||||
|
2023
Q1 | $391K | Hold |
|
|||||
|
2022
Q4 | $363K | Hold |
|
|||||
|
2022
Q3 | $245K | Hold |
|
|||||
|
2022
Q2 | $276K | Hold |
|
|||||
|
2022
Q1 | $334K | Hold |
|
|||||
|
2021
Q4 | $324K | Buy |
|