EWM
Edge Wealth Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | – | – | 616 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 607 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 599 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 565 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 550 |
|
|
2017
Q2 | – | Sell |
-50,000
| Closed | -$1.31M | – | 537 |
|
|
2017
Q1 | $1.31M | Sell |
50,000
-150,000
| -75% | -$3.92M | 0.45% | 38 |
|
|
2016
Q4 | $4.65M | Hold |
200,000
| – | – | 1.76% | 18 |
|
|
2016
Q3 | $3.81M | Hold |
200,000
| – | – | 1.62% | 22 |
|
|
2016
Q2 | $3.45M | Buy |
+200,000
| New | +$3.45M | 1.44% | 26 |
|
|
2015
Q1 | – | Sell |
-50,000
| Closed | -$1.13M | – | 473 |
|
|
2014
Q4 | $1.13M | Buy |
50,000
+45,598
| +1,036% | +$1.03M | 0.41% | 42 |
|
|
2014
Q3 | $105K | Buy |
4,402
+3,702
| +529% | +$88.3K | 0.04% | 128 |
|
|
2014
Q2 | $18K | Hold |
700
| – | – | 0.01% | 258 |
|
|
2014
Q1 | $20K | Hold |
700
| – | – | 0.01% | 239 |
|
|
2013
Q4 | $20K | Hold |
700
| – | – | 0.01% | 222 |
|
|
2013
Q3 | $19K | Hold |
700
| – | – | 0.01% | 200 |
|
|
2013
Q2 | $18K | Buy |
+700
| New | +$18K | 0.01% | 193 |
|