Chicago Equity Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $278K | Sell |
10,088
-11,265
| -53% | -$310K | 0.03% | 549 |
|
|
2019
Q4 | $863K | Sell |
21,353
-52,957
| -71% | -$2.14M | 0.05% | 503 |
|
|
2019
Q3 | $2.84M | Buy |
74,310
+43,927
| +145% | +$1.68M | 0.14% | 226 |
|
|
2019
Q2 | $1.2M | Buy |
+30,383
| New | +$1.2M | 0.05% | 471 |
|
|
2017
Q4 | – | Sell |
-82,845
| Closed | -$2.95M | – | 820 |
|
|
2017
Q3 | $2.95M | Buy |
82,845
+47,280
| +133% | +$1.69M | 0.09% | 290 |
|
|
2017
Q2 | $1.09M | Sell |
35,565
-28,058
| -44% | -$860K | 0.03% | 491 |
|
|
2017
Q1 | $2.13M | Buy |
+63,623
| New | +$2.13M | 0.06% | 309 |
|
|
2016
Q3 | – | Sell |
-100,700
| Closed | -$2.11M | – | 778 |
|
|
2016
Q2 | $2.11M | Buy |
+100,700
| New | +$2.11M | 0.06% | 263 |
|