Ellevest Inc’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-589
| Closed | -$34.8K | – | 1414 |
|
|
2023
Q1 | $34.8K | Buy |
589
+51
| +9% | +$3.01K | ﹤0.01% | 701 |
|
|
2022
Q4 | $31.4K | Buy |
538
+104
| +24% | +$6.07K | ﹤0.01% | 731 |
|
|
2022
Q3 | $23K | Sell |
434
-416
| -49% | -$22K | ﹤0.01% | 780 |
|
|
2022
Q2 | $48K | Buy |
850
+441
| +108% | +$24.9K | ﹤0.01% | 574 |
|
|
2022
Q1 | $28K | Sell |
409
-171
| -29% | -$11.7K | ﹤0.01% | 662 |
|
|
2021
Q4 | $41K | Buy |
580
+297
| +105% | +$21K | ﹤0.01% | 560 |
|
|
2021
Q3 | $19K | Sell |
283
-37
| -12% | -$2.48K | ﹤0.01% | 689 |
|
|
2021
Q2 | $21K | Buy |
320
+87
| +37% | +$5.71K | ﹤0.01% | 637 |
|
|
2021
Q1 | $15K | Buy |
233
+46
| +25% | +$2.96K | ﹤0.01% | 719 |
|
|
2020
Q4 | $9K | Buy |
187
+32
| +21% | +$1.54K | ﹤0.01% | 760 |
|
|
2020
Q3 | $5K | Buy |
155
+3
| +2% | +$97 | ﹤0.01% | 770 |
|
|
2020
Q2 | $5K | Sell |
152
-87
| -36% | -$2.86K | ﹤0.01% | 757 |
|
|
2020
Q1 | $7K | Buy |
239
+134
| +128% | +$3.93K | ﹤0.01% | 608 |
|
|
2019
Q4 | $4K | Buy |
+105
| New | +$4K | ﹤0.01% | 625 |
|