Avalon Investment & Advisory’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-62,367
| Closed | -$2.13M | – | 346 |
|
|
2018
Q3 | $2.13M | Buy |
62,367
+4,444
| +8% | +$152K | 0.06% | 229 |
|
|
2018
Q2 | $2.02M | Sell |
57,923
-54,145
| -48% | -$1.89M | 0.06% | 221 |
|
|
2018
Q1 | $4.43M | Buy |
112,068
+51,768
| +86% | +$2.04M | 0.14% | 151 |
|
|
2017
Q4 | $2.4M | Buy |
+60,300
| New | +$2.4M | 0.08% | 189 |
|