TWA
STL
TCI 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 |
-8,141
| Closed | -$210K | – | 2601 |
|
|
2021
Q4 | $210K | Buy |
8,141
+85
| +1% | +$2.19K | 0.03% | 175 |
|
|
2021
Q3 | $201K | Buy |
8,056
+600
| +8% | +$15K | 0.03% | 173 |
|
|
2021
Q2 | $185K | Buy |
7,456
+214
| +3% | +$5.31K | 0.03% | 174 |
|
|
2021
Q1 | $167K | Buy |
7,242
+136
| +2% | +$3.14K | 0.07% | 166 |
|
|
2020
Q4 | $128K | Hold |
7,106
| – | – | 0.06% | 182 |
|
|
2020
Q3 | $75K | Buy |
7,106
+404
| +6% | +$4.26K | 0.03% | 233 |
|
|
2020
Q2 | $79K | Buy |
6,702
+49
| +0.7% | +$578 | 0.03% | 228 |
|
|
2020
Q1 | $70K | Sell |
6,653
-81
| -1% | -$852 | 0.03% | 247 |
|
|
2019
Q4 | $142K | Hold |
6,734
| – | – | 0.06% | 206 |
|
|
2019
Q3 | $135K | Hold |
6,734
| – | – | 0.06% | 176 |
|
|
2019
Q2 | $143K | Hold |
6,734
| – | – | 0.06% | 169 |
|
|
2019
Q1 | $125K | Hold |
6,734
| – | – | 0.06% | 197 |
|
|
2018
Q4 | $111K | Sell |
6,734
-16
| -0.2% | -$264 | 0.05% | 196 |
|
|
2018
Q3 | $149K | Sell |
6,750
-33
| -0.5% | -$728 | 0.06% | 176 |
|
|
2018
Q2 | $159K | Buy |
6,783
+49
| +0.7% | +$1.15K | 0.07% | 167 |
|
|
2018
Q1 | $152K | Hold |
6,734
| – | – | 0.07% | 165 |
|
|
2017
Q4 | $166K | Buy |
6,734
+6,653
| +8,214% | +$164K | 0.07% | 172 |
|
|
2017
Q3 | $2K | Hold |
81
| – | – | ﹤0.01% | 1046 |
|
|
2017
Q2 | $2K | Hold |
81
| – | – | ﹤0.01% | 1074 |
|
|
2017
Q1 | $2K | Hold |
81
| – | – | ﹤0.01% | 1025 |
|
|
2016
Q4 | $2K | Hold |
81
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q3 | $1K | Hold |
81
| – | – | ﹤0.01% | 1349 |
|
|
2016
Q2 | $1K | Buy |
+81
| New | +$1K | ﹤0.01% | 1287 |
|