Avantax Planning Partners’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
-249
Closed -$9K 1024
2018
Q3
$9K Buy
+249
New +$9K ﹤0.01% 917
2018
Q2
Sell
-813
Closed -$32K 1250
2018
Q1
$32K Buy
+813
New +$32K ﹤0.01% 627