Well Done LLC’s Stonegate Bank SGBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-5,319
| Closed | -$246K | – | 147 |
|
|
2017
Q2 | $246K | Sell |
5,319
-7,381
| -58% | -$341K | 0.09% | 92 |
|
|
2017
Q1 | $598K | Sell |
12,700
-7,380
| -37% | -$347K | 0.21% | 52 |
|
|
2016
Q4 | $838K | Hold |
20,080
| – | – | 0.32% | 45 |
|
|
2016
Q3 | $678 | Hold |
20,080
| – | – | 0.24% | 46 |
|
|
2016
Q2 | $648K | Sell |
20,080
-6,500
| -24% | -$210K | 0.24% | 45 |
|
|
2016
Q1 | $796K | Hold |
26,580
| – | – | 0.29% | 42 |
|
|
2015
Q4 | $873K | Buy |
+26,580
| New | +$873K | 0.31% | 43 |
|