AE Wealth Management’s The Shyft Group SHYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23,215
| Closed | -$512K | – | 2051 |
|
|
2023
Q2 | $512K | Buy |
23,215
+15
| +0.1% | +$331 | ﹤0.01% | 1382 |
|
|
2023
Q1 | $528K | Hold |
23,200
| – | – | ﹤0.01% | 1328 |
|
|
2022
Q4 | $577K | Hold |
23,200
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q3 | $474K | Hold |
23,200
| – | – | ﹤0.01% | 1287 |
|
|
2022
Q2 | $431K | Hold |
23,200
| – | – | ﹤0.01% | 1271 |
|
|
2022
Q1 | $838K | Hold |
23,200
| – | – | 0.01% | 975 |
|
|
2021
Q4 | $1.14M | Sell |
23,200
-2,000
| -8% | -$98.3K | 0.01% | 888 |
|
|
2021
Q3 | $958K | Hold |
25,200
| – | – | 0.01% | 881 |
|
|
2021
Q2 | $943K | Hold |
25,200
| – | – | 0.01% | 867 |
|
|
2021
Q1 | $937K | Sell |
25,200
-3
| -0% | -$112 | 0.01% | 791 |
|
|
2020
Q4 | $715K | Sell |
25,203
-5,003
| -17% | -$142K | 0.01% | 827 |
|
|
2020
Q3 | $570K | Sell |
30,206
-34
| -0.1% | -$642 | 0.01% | 835 |
|
|
2020
Q2 | $509K | Buy |
30,240
+236
| +0.8% | +$3.97K | 0.01% | 872 |
|
|
2020
Q1 | $387K | Sell |
30,004
-3,722
| -11% | -$48K | 0.01% | 766 |
|
|
2019
Q4 | $610K | Sell |
33,726
-225
| -0.7% | -$4.07K | 0.01% | 670 |
|
|
2019
Q3 | $466K | Buy |
33,951
+237
| +0.7% | +$3.25K | 0.01% | 636 |
|
|
2019
Q2 | $370K | Hold |
33,714
| – | – | 0.01% | 675 |
|
|
2019
Q1 | $298K | Buy |
+33,714
| New | +$298K | 0.02% | 468 |
|