Mount Yale Investment Advisors’s SunTrust Banks, Inc. STI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,064
| Closed | -$286K | – | 341 |
|
|
2019
Q3 | $286K | Buy |
4,064
+41
| +1% | +$2.89K | 0.05% | 271 |
|
|
2019
Q2 | $245K | Buy |
4,023
+517
| +15% | +$31.5K | 0.05% | 280 |
|
|
2019
Q1 | $208K | Sell |
3,506
-1,172
| -25% | -$69.5K | 0.04% | 286 |
|
|
2018
Q4 | $303K | Hold |
4,678
| – | – | 0.06% | 251 |
|
|
2018
Q3 | $294K | Sell |
4,678
-750
| -14% | -$47.1K | 0.05% | 259 |
|
|
2018
Q2 | $358K | Buy |
5,428
+1,496
| +38% | +$98.7K | 0.07% | 229 |
|
|
2018
Q1 | $268K | Buy |
+3,932
| New | +$268K | 0.06% | 254 |
|