Capital Advisors Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-6,602
| Closed | -$261K | – | 189 |
|
|
2018
Q1 | $261K | Hold |
6,602
| – | – | 0.02% | 160 |
|
|
2017
Q4 | $262K | Hold |
6,602
| – | – | 0.02% | 172 |
|
|
2017
Q3 | $235K | Hold |
6,602
| – | – | 0.01% | 175 |
|
|
2017
Q2 | $202K | Buy |
+6,602
| New | +$202K | 0.01% | 183 |
|
|
2017
Q1 | – | Sell |
-6,602
| Closed | -$220K | – | 202 |
|
|
2016
Q4 | $220K | Buy |
+6,602
| New | +$220K | 0.02% | 165 |
|