Cornerstone Advisors (Washington)’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7K | Hold |
222
| – | – | ﹤0.01% | 475 |
|
|
2020
Q2 | $7K | Buy |
222
+201
| +957% | +$6.34K | ﹤0.01% | 474 |
|
|
2020
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 704 |
|
|
2019
Q3 | – | Sell |
-69
| Closed | -$3K | – | 1271 |
|
|
2019
Q2 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 1055 |
|
|
2018
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1249 |
|
|
2018
Q2 | $1K | Sell |
18
-6
| -25% | -$333 | ﹤0.01% | 1088 |
|
|
2018
Q1 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1068 |
|