National Investment Services’s Stonegate Bank SGBK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-11,744
| Closed | -$542K | – | 66 |
|
2017
Q2 | $542K | Buy |
11,744
+5,698
| +94% | +$263K | 0.57% | 42 |
|
2017
Q1 | $285K | Sell |
6,046
-1,813
| -23% | -$85.5K | 0.29% | 46 |
|
2016
Q4 | $328K | Sell |
7,859
-382
| -5% | -$15.9K | 0.36% | 38 |
|
2016
Q3 | $278K | Hold |
8,241
| – | – | 0.31% | 41 |
|
2016
Q2 | $266K | Buy |
+8,241
| New | +$266K | 0.3% | 40 |
|