Williams Jones & Associates’s Star Group SGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $100K | Sell |
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|
2019
Q1 | $307K | Sell |
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|
2018
Q4 | $392K | Sell |
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|
2018
Q3 | $489K | Sell |
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|
2018
Q2 | $588K | Sell |
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|
2018
Q1 | $726K | Sell |
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|
2017
Q4 | $1.07M | Hold |
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|
2017
Q3 | $1.14M | Sell |
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|
2017
Q2 | $1.14M | Hold |
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|
2017
Q1 | $966K | Hold |
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|
2016
Q4 | $1.13M | Sell |
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|
2016
Q3 | $1.09M | Hold |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $975K | Hold |
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|
2015
Q4 | $863K | Buy |
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|
2015
Q3 | $646K | Buy |
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|
2015
Q2 | $658K | Buy |
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|
2015
Q1 | $429K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $155K | Sell |
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|
2014
Q1 | $292K | Buy |
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|
2013
Q4 | $131K | Sell |
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|
2013
Q3 | $148K | Hold |
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|
2013
Q2 | $147K | Buy |
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