Cynosure Advisors’s Stifel SF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-7,605
Closed -$265K 160
2018
Q2
$265K Sell
7,605
-8,153
-52% -$284K 0.07% 201
2018
Q1
$622K Buy
15,758
+6,270
+66% +$247K 0.16% 75
2017
Q4
$377K Buy
+9,488
New +$377K 0.09% 162