SWM
CSTR
Selective Wealth Management’s CapStar Financial Holdings, Inc CSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,214
| Closed | -$25K | – | 622 |
|
|
2021
Q2 | $25K | Hold |
1,214
| – | – | 0.02% | 259 |
|
|
2021
Q1 | $21K | Hold |
1,214
| – | – | 0.02% | 189 |
|
|
2020
Q4 | $18K | Hold |
1,214
| – | – | 0.01% | 195 |
|
|
2020
Q3 | $12K | Hold |
1,214
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $15K | Buy |
+1,214
| New | +$15K | 0.01% | 207 |
|