BDO Wealth Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $717 | Hold |
12
| – | – | ﹤0.01% | 914 |
|
|
2023
Q1 | $710 | Hold |
12
| – | – | ﹤0.01% | 981 |
|
|
2022
Q4 | $700 | Hold |
12
| – | – | ﹤0.01% | 926 |
|
|
2022
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 995 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1023 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1054 |
|