SOA Wealth Advisors’s Sterling Bancorp STL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,302
| Closed | -$85K | – | 1047 |
|
2021
Q4 | $85K | Buy |
3,302
+9
| +0.3% | +$232 | 0.02% | 237 |
|
2021
Q3 | $82K | Buy |
3,293
+10
| +0.3% | +$249 | 0.02% | 250 |
|
2021
Q2 | $81K | Buy |
3,283
+9
| +0.3% | +$222 | 0.02% | 249 |
|
2021
Q1 | $75K | Buy |
3,274
+11
| +0.3% | +$252 | 0.02% | 230 |
|
2020
Q4 | $66K | Buy |
+3,263
| New | +$66K | 0.02% | 236 |
|