Amica Retiree Medical Trust’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,638
| Closed | -$28K | – | 365 |
|
|
2019
Q2 | $28K | Hold |
1,638
| – | – | 0.02% | 361 |
|
|
2019
Q1 | $28K | Hold |
1,638
| – | – | 0.02% | 344 |
|
|
2018
Q4 | $25K | Hold |
1,638
| – | – | 0.02% | 344 |
|
|
2018
Q3 | $32K | Hold |
1,638
| – | – | 0.03% | 332 |
|
|
2018
Q2 | $33K | Buy |
+1,638
| New | +$33K | 0.03% | 339 |
|
|
2017
Q1 | – | Sell |
-17,179
| Closed | -$358K | – | 383 |
|
|
2016
Q4 | $358K | Hold |
17,179
| – | – | 0.28% | 113 |
|
|
2016
Q3 | $293K | Hold |
17,179
| – | – | 0.25% | 110 |
|
|
2016
Q2 | $267K | Hold |
17,179
| – | – | 0.23% | 123 |
|
|
2016
Q1 | $249K | Hold |
17,179
| – | – | 0.21% | 137 |
|
|
2015
Q4 | $267K | Hold |
17,179
| – | – | 0.23% | 123 |
|
|
2015
Q3 | $312K | Hold |
17,179
| – | – | 0.28% | 104 |
|
|
2015
Q2 | $373K | Buy |
17,179
+4,552
| +36% | +$98.8K | 0.32% | 100 |
|
|
2015
Q1 | $252K | Hold |
12,627
| – | – | 0.21% | 142 |
|
|
2014
Q4 | $253K | Buy |
12,627
+5,357
| +74% | +$107K | 0.2% | 140 |
|
|
2014
Q3 | $155K | Buy |
+7,270
| New | +$155K | 0.13% | 190 |
|