Bartlett & Co’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 | -$9K | – | 852 |
|
|
2020
Q2 | $9K | Hold |
300
| – | – | ﹤0.01% | 689 |
|
|
2020
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 685 |
|
|
2019
Q3 | $17K | Buy |
+450
| New | +$17K | ﹤0.01% | 679 |
|
|
2018
Q4 | – | Sell |
-1,016
| Closed | -$35K | – | 699 |
|
|
2018
Q3 | $35K | Sell |
1,016
-450
| -31% | -$15.5K | ﹤0.01% | 479 |
|
|
2018
Q2 | $51K | Sell |
1,466
-150
| -9% | -$5.22K | ﹤0.01% | 427 |
|
|
2018
Q1 | $64K | Buy |
1,616
+1,166
| +259% | +$46.2K | ﹤0.01% | 401 |
|
|
2017
Q4 | $18K | Sell |
450
-300
| -40% | -$12K | ﹤0.01% | 534 |
|
|
2017
Q3 | $27K | Hold |
750
| – | – | ﹤0.01% | 502 |
|
|
2017
Q2 | $23K | Buy |
750
+300
| +67% | +$9.2K | ﹤0.01% | 518 |
|
|
2017
Q1 | $15K | Hold |
450
| – | – | ﹤0.01% | 568 |
|
|
2016
Q4 | $15K | Sell |
450
-900
| -67% | -$30K | ﹤0.01% | 569 |
|
|
2016
Q3 | $35K | Buy |
1,350
+450
| +50% | +$11.7K | ﹤0.01% | 473 |
|
|
2016
Q2 | $19K | Buy |
+900
| New | +$19K | ﹤0.01% | 553 |
|