Mount Yale Investment Advisors’s Sterling Bancorp STL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,033
| Closed | -$116K | – | 429 |
|
|
2020
Q3 | $116K | Buy |
+11,033
| New | +$116K | 0.02% | 341 |
|
|
2018
Q4 | – | Sell |
-4,704
| Closed | -$87K | – | 954 |
|
|
2018
Q3 | $87K | Sell |
4,704
-4,493
| -49% | -$83.1K | 0.02% | 490 |
|
|
2018
Q2 | $216K | Sell |
9,197
-66
| -0.7% | -$1.55K | 0.04% | 298 |
|
|
2018
Q1 | $209K | Buy |
+9,263
| New | +$209K | 0.04% | 284 |
|