Crewe Advisors’s Siebert Financial SIEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,900
| Closed | -$36K | – | 273 |
|
|
2019
Q3 | $36K | Hold |
3,900
| – | – | 0.02% | 134 |
|
|
2019
Q2 | $35K | Hold |
3,900
| – | – | 0.01% | 159 |
|
|
2019
Q1 | $46K | Hold |
3,900
| – | – | 0.01% | 126 |
|
|
2018
Q4 | $56K | Hold |
3,900
| – | – | 0.02% | 105 |
|
|
2018
Q3 | $57K | Hold |
3,900
| – | – | 0.05% | 107 |
|
|
2018
Q2 | $41K | Hold |
3,900
| – | – | 0.04% | 132 |
|
|
2018
Q1 | $33K | Hold |
3,900
| – | – | 0.03% | 147 |
|
|
2017
Q4 | $53K | Buy |
+3,900
| New | +$53K | 0.05% | 113 |
|