Bartlett & Co Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-300
| Closed | -$9.49K | – | 863 |
|
|
2020
Q2 | $9.49K | Hold |
300
| – | – | ﹤0.01% | 685 |
|
|
2020
Q1 | $8.26K | Hold |
300
| – | – | ﹤0.01% | 681 |
|
|
2019
Q4 | $12.1K | Sell |
300
-150
| -33% | -$6.07K | ﹤0.01% | 711 |
|
|
2019
Q3 | $17.2K | Buy |
+450
| New | +$17.2K | ﹤0.01% | 676 |
|
|
2018
Q4 | – | Sell |
-1,016
| Closed | -$34.7K | – | 720 |
|
|
2018
Q3 | $34.7K | Sell |
1,016
-450
| -31% | -$15.4K | ﹤0.01% | 479 |
|
|
2018
Q2 | $51K | Sell |
1,466
-150
| -9% | -$5.22K | ﹤0.01% | 427 |
|
|
2018
Q1 | $63.8K | Buy |
+1,616
| New | +$63.8K | ﹤0.01% | 401 |
|