Valeo Financial Advisors’s CapStar Financial Holdings, Inc CSTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-829
| Closed | -$14K | – | 1736 |
|
|
2019
Q3 | $14K | Sell |
829
-571
| -41% | -$9.64K | ﹤0.01% | 940 |
|
|
2019
Q2 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 833 |
|
|
2019
Q1 | $20K | Hold |
1,400
| – | – | ﹤0.01% | 791 |
|
|
2018
Q4 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 696 |
|
|
2018
Q3 | $21K | Hold |
1,400
| – | – | ﹤0.01% | 761 |
|
|
2018
Q2 | $25K | Hold |
1,400
| – | – | ﹤0.01% | 699 |
|
|
2018
Q1 | $26K | Hold |
1,400
| – | – | ﹤0.01% | 649 |
|
|
2017
Q4 | $29K | Buy |
+1,400
| New | +$29K | ﹤0.01% | 587 |
|