CSat Investment Advisory’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-381
| Closed | -$13K | – | 886 |
|
|
2020
Q3 | $13K | Buy |
381
+48
| +14% | +$1.64K | ﹤0.01% | 992 |
|
|
2020
Q2 | $11K | Sell |
333
-86
| -21% | -$2.84K | ﹤0.01% | 1021 |
|
|
2020
Q1 | $12K | Buy |
419
+80
| +24% | +$2.29K | ﹤0.01% | 867 |
|
|
2019
Q4 | $14K | Buy |
339
+42
| +14% | +$1.74K | ﹤0.01% | 896 |
|
|
2019
Q3 | $11K | Buy |
297
+42
| +16% | +$1.56K | ﹤0.01% | 897 |
|
|
2019
Q2 | $10K | Buy |
+255
| New | +$10K | ﹤0.01% | 885 |
|