Private Wealth Management Group’s Star Holdings Shares of Beneficial Interest STHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-330
| Closed | -$2.81K | – | 1591 |
|
|
2025
Q1 | $2.81K | Buy |
+330
| New | +$2.81K | ﹤0.01% | 940 |
|
|
2024
Q4 | – | Sell |
-45
| Closed | -$623 | – | 1566 |
|
|
2024
Q3 | $623 | Hold |
45
| – | – | ﹤0.01% | 1389 |
|
|
2024
Q2 | $543 | Hold |
45
| – | – | ﹤0.01% | 1428 |
|
|
2024
Q1 | $582 | Hold |
45
| – | – | ﹤0.01% | 1409 |
|
|
2023
Q4 | $675 | Buy |
+45
| New | +$675 | ﹤0.01% | 1391 |
|