XWM
STI
Xcel Wealth Management’s SunTrust Banks, Inc. STI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,863
| Closed | -$540K | – | 81 |
|
|
2019
Q3 | $540K | Sell |
7,863
-200
| -2% | -$13.7K | 0.5% | 41 |
|
|
2019
Q2 | $506K | Sell |
8,063
-800
| -9% | -$50.2K | 0.5% | 44 |
|
|
2019
Q1 | $525K | Sell |
8,863
-7,885
| -47% | -$467K | 0.54% | 43 |
|
|
2018
Q4 | $844K | Buy |
+16,748
| New | +$844K | 1.03% | 29 |
|