EWM
Endurance Wealth Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.97M | Buy |
116,872
+3,936
| +3% | +$235K | 0.95% | 29 |
|
|
2023
Q1 | $6.67M | Buy |
112,936
+1,963
| +2% | +$116K | 0.95% | 30 |
|
|
2022
Q4 | $6.48M | Buy |
110,973
+2,255
| +2% | +$132K | 0.98% | 31 |
|
|
2022
Q3 | $5.64M | Buy |
108,718
+3,426
| +3% | +$178K | 0.93% | 30 |
|
|
2022
Q2 | $5.9M | Buy |
105,292
+1,771
| +2% | +$99.2K | 0.9% | 35 |
|
|
2022
Q1 | $7.03M | Buy |
103,521
+5,453
| +6% | +$370K | 0.91% | 31 |
|
|
2021
Q4 | $6.91M | Sell |
98,068
-11,211
| -10% | -$789K | 0.74% | 39 |
|
|
2021
Q3 | $7.43M | Sell |
109,279
-98
| -0.1% | -$6.66K | 0.83% | 34 |
|
|
2021
Q2 | $7.09M | Buy |
109,377
+2,091
| +2% | +$136K | 0.79% | 37 |
|
|
2021
Q1 | $6.87M | Buy |
107,286
+15,585
| +17% | +$998K | 0.81% | 37 |
|
|
2020
Q4 | $4.63M | Buy |
91,701
+44,001
| +92% | +$2.22M | 0.58% | 49 |
|
|
2020
Q3 | $2.41M | Buy |
47,700
+8,800
| +23% | +$445K | 0.36% | 68 |
|
|
2020
Q2 | $1.85M | Buy |
+38,900
| New | +$1.85M | 0.3% | 74 |
|