SFFS
Stonehage Fleming Financial Services’s East-West Bancorp EWBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,225
| Closed | -$401K | – | 252 |
|
|
2024
Q1 | $401K | Buy |
+7,225
| New | +$401K | 0.03% | 78 |
|
|
2023
Q2 | – | Sell |
-7,225
| Closed | -$401K | – | 215 |
|
|
2023
Q1 | $401K | Hold |
7,225
| – | – | 0.03% | 78 |
|
|
2022
Q4 | $476K | Hold |
7,225
| – | – | 0.04% | 78 |
|
|
2022
Q3 | $485K | Buy |
+7,225
| New | +$485K | 0.04% | 79 |
|
|
2019
Q1 | – | Sell |
-7,300
| Closed | -$318K | – | 198 |
|
|
2018
Q4 | $318K | Buy |
+7,300
| New | +$318K | 0.02% | 134 |
|
|
2018
Q3 | – | Sell |
-6,960
| Closed | -$454K | – | 229 |
|
|
2018
Q2 | $454K | Buy |
6,960
+2,380
| +52% | +$155K | 0.02% | 136 |
|
|
2018
Q1 | $286K | Sell |
4,580
-4,400
| -49% | -$275K | 0.02% | 146 |
|
|
2017
Q4 | $546K | Sell |
8,980
-2,200
| -20% | -$134K | 0.03% | 124 |
|
|
2017
Q3 | $668K | Buy |
11,180
+4,400
| +65% | +$263K | 0.03% | 123 |
|
|
2017
Q2 | $397K | Hold |
6,780
| – | – | 0.02% | 147 |
|
|
2017
Q1 | $350K | Buy |
6,780
+2,380
| +54% | +$123K | 0.02% | 188 |
|
|
2016
Q4 | $224K | Buy |
+4,400
| New | +$224K | 0.01% | 206 |
|