YorkBridge Wealth Partners’s Sterling Bancorp STL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,136
| Closed | -$27K | – | 892 |
|
|
2018
Q2 | $27K | Buy |
1,136
+39
| +4% | +$927 | 0.01% | 459 |
|
|
2018
Q1 | $25K | Buy |
1,097
+158
| +17% | +$3.6K | 0.01% | 477 |
|
|
2017
Q4 | $22K | Sell |
939
-29
| -3% | -$679 | 0.01% | 496 |
|
|
2017
Q3 | $24K | Buy |
968
+14
| +1% | +$347 | 0.01% | 481 |
|
|
2017
Q2 | $23K | Buy |
+954
| New | +$23K | 0.01% | 477 |
|