AUA Capital Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39
| Closed | -$2.28K | – | 292 |
|
|
2022
Q4 | $2.28K | Hold |
39
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $2K | Sell |
39
-4
| -9% | -$205 | ﹤0.01% | 278 |
|
|
2022
Q2 | $2K | Buy |
43
+8
| +23% | +$372 | ﹤0.01% | 291 |
|
|
2022
Q1 | $2K | Buy |
35
+5
| +17% | +$286 | ﹤0.01% | 301 |
|
|
2021
Q4 | $2K | Buy |
30
+4
| +15% | +$267 | ﹤0.01% | 295 |
|
|
2021
Q3 | $2K | Hold |
26
| – | – | ﹤0.01% | 287 |
|
|
2021
Q2 | $2K | Hold |
26
| – | – | ﹤0.01% | 281 |
|
|
2021
Q1 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 288 |
|