AHL Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.2M | Buy |
55,415
+44,921
| +428% | +$1.78M | 0.03% | 692 |
|
|
2017
Q3 | $374K | Buy |
+10,494
| New | +$374K | 0.01% | 1121 |
|
|
2015
Q3 | – | Sell |
-130,811
| Closed | -$5.04M | – | 795 |
|
|
2015
Q2 | $5.04M | Buy |
+130,811
| New | +$5.04M | 0.2% | 174 |
|
|
2014
Q4 | – | Sell |
-56,658
| Closed | -$1.77M | – | 799 |
|
|
2014
Q3 | $1.77M | Buy |
+56,658
| New | +$1.77M | 0.14% | 288 |
|