C.M. Bidwell & Associates’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,378
| Closed | -$212K | – | 475 |
|
|
2019
Q2 | $212K | Sell |
5,378
-127
| -2% | -$5.01K | 0.21% | 123 |
|
|
2019
Q1 | $194K | Buy |
+5,505
| New | +$194K | 0.19% | 131 |
|
|
2017
Q2 | – | Sell |
-3,885
| Closed | -$130K | – | 369 |
|
|
2017
Q1 | $130K | Sell |
3,885
-2,819
| -42% | -$94.3K | 0.03% | 178 |
|
|
2016
Q4 | $223K | Buy |
+6,704
| New | +$223K | 0.05% | 147 |
|
|
2016
Q3 | – | Sell |
-7,260
| Closed | -$152K | – | 319 |
|
|
2016
Q2 | $152K | Buy |
+7,260
| New | +$152K | 0.04% | 182 |
|
|
2014
Q2 | – | Sell |
-5,708
| Closed | -$189K | – | 287 |
|
|
2014
Q1 | $189K | Sell |
5,708
-8,145
| -59% | -$270K | 0.05% | 153 |
|
|
2013
Q4 | $443K | Buy |
+13,853
| New | +$443K | 0.11% | 100 |
|