WBI Investments’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-12,283
| Closed | -$132K | – | 227 |
|
|
2021
Q4 | $132K | Sell |
12,283
-35,303
| -74% | -$379K | 0.02% | 171 |
|
|
2021
Q3 | $484K | Buy |
47,586
+16,263
| +52% | +$165K | 0.08% | 137 |
|
|
2021
Q2 | $351K | Sell |
31,323
-73,656
| -70% | -$825K | 0.05% | 146 |
|
|
2021
Q1 | $1.11M | Buy |
104,979
+59,319
| +130% | +$628K | 0.17% | 97 |
|
|
2020
Q4 | $430K | Sell |
45,660
-30,931
| -40% | -$291K | 0.07% | 127 |
|
|
2020
Q3 | $747K | Buy |
+76,591
| New | +$747K | 0.11% | 77 |
|