Bogle Investment Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,333
| Closed | -$580K | – | 346 |
|
|
2019
Q4 | $580K | Buy |
14,333
+8,609
| +150% | +$348K | 0.05% | 207 |
|
|
2019
Q3 | $219K | Buy |
+5,724
| New | +$219K | 0.02% | 254 |
|
|
2018
Q1 | – | Sell |
-28,950
| Closed | -$1.15M | – | 372 |
|
|
2017
Q4 | $1.15M | Buy |
+28,950
| New | +$1.15M | 0.08% | 214 |
|