Boston Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-26,070
| Closed | -$908K | – | 671 |
|
|
2018
Q2 | $908K | Sell |
26,070
-360
| -1% | -$12.5K | 0.02% | 396 |
|
|
2018
Q1 | $1.04M | Sell |
26,430
-128,483
| -83% | -$5.08M | 0.03% | 360 |
|
|
2017
Q4 | $6.15M | Sell |
154,913
-5,865
| -4% | -$233K | 0.13% | 179 |
|
|
2017
Q3 | $5.73M | Sell |
160,778
-4,680
| -3% | -$167K | 0.13% | 192 |
|
|
2017
Q2 | $5.07M | Sell |
165,458
-4,890
| -3% | -$150K | 0.12% | 211 |
|
|
2017
Q1 | $5.7M | Buy |
+170,348
| New | +$5.7M | 0.13% | 195 |
|
|
2015
Q4 | – | Sell |
-42,230
| Closed | -$1.19M | – | 727 |
|
|
2015
Q3 | $1.19M | Buy |
+42,230
| New | +$1.19M | 0.04% | 350 |
|