MWA
Monograph Wealth Advisors’s Star Group SGU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,444
| Closed | -$177K | – | 131 |
|
|
2025
Q1 | $177K | Hold |
13,444
| – | – | 0.02% | 110 |
|
|
2024
Q4 | $155K | Sell |
13,444
-16,670
| -55% | -$192K | 0.02% | 113 |
|
|
2024
Q3 | $354K | Buy |
+30,114
| New | +$354K | 0.05% | 87 |
|
|
2024
Q2 | – | Sell |
-30,114
| Closed | -$302K | – | 152 |
|
|
2024
Q1 | $302K | Hold |
30,114
| – | – | 0.04% | 130 |
|
|
2023
Q4 | $347K | Hold |
30,114
| – | – | 0.06% | 77 |
|
|
2023
Q3 | $362K | Hold |
30,114
| – | – | 0.07% | 84 |
|
|
2023
Q2 | $411K | Hold |
30,114
| – | – | 0.09% | 56 |
|
|
2023
Q1 | $391K | Hold |
30,114
| – | – | 0.09% | 60 |
|
|
2022
Q4 | $363K | Hold |
30,114
| – | – | 0.1% | 63 |
|
|
2022
Q3 | $245K | Hold |
30,114
| – | – | 0.08% | 60 |
|
|
2022
Q2 | $276K | Hold |
30,114
| – | – | 0.08% | 61 |
|
|
2022
Q1 | $334K | Hold |
30,114
| – | – | 0.08% | 65 |
|
|
2021
Q4 | $324K | Buy |
+30,114
| New | +$324K | 0.08% | 66 |
|