Evoke Wealth’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,012
| Closed | -$53K | – | 1005 |
|
|
2022
Q3 | $53K | Hold |
1,012
| – | – | ﹤0.01% | 511 |
|
|
2022
Q2 | $57K | Hold |
1,012
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $69K | Hold |
1,012
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $71K | Hold |
1,012
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $68K | Hold |
1,012
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $66K | Hold |
1,012
| – | – | ﹤0.01% | 496 |
|
|
2021
Q1 | $65K | Buy |
1,012
+600
| +146% | +$38.5K | ﹤0.01% | 422 |
|
|
2020
Q4 | $21K | Buy |
+412
| New | +$21K | ﹤0.01% | 498 |
|
|
2020
Q1 | – | Sell |
-540
| Closed | -$21.8K | – | 1313 |
|
|
2019
Q4 | $21.8K | Hold |
540
| – | – | ﹤0.01% | 573 |
|
|
2019
Q3 | $20.7K | Buy |
+540
| New | +$20.7K | ﹤0.01% | 650 |
|