Wealthspire Advisors (Maryland)’s Sterling Bancorp STL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,735
| Closed | -$32K | – | 2595 |
|
2019
Q1 | $32K | Buy |
1,735
+30
| +2% | +$553 | ﹤0.01% | 1089 |
|
2018
Q4 | $28K | Sell |
1,705
-1,843
| -52% | -$30.3K | ﹤0.01% | 1093 |
|
2018
Q3 | $78K | Buy |
3,548
+1,177
| +50% | +$25.9K | 0.01% | 795 |
|
2018
Q2 | $56K | Buy |
2,371
+17
| +0.7% | +$402 | 0.01% | 933 |
|
2018
Q1 | $53K | Buy |
2,354
+254
| +12% | +$5.72K | 0.01% | 959 |
|
2017
Q4 | $52K | Sell |
2,100
-598
| -22% | -$14.8K | 0.01% | 993 |
|
2017
Q3 | $67K | Buy |
2,698
+2,238
| +487% | +$55.6K | 0.01% | 873 |
|
2017
Q2 | $11K | Buy |
460
+35
| +8% | +$837 | ﹤0.01% | 1515 |
|
2017
Q1 | $10K | Buy |
+425
| New | +$10K | ﹤0.01% | 1359 |
|