Fieldpoint Private Securities’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $9K | Sell |
167
-301
| -64% | -$16.2K | ﹤0.01% | 759 |
|
|
2022
Q1 | $32K | Sell |
468
-20
| -4% | -$1.37K | 0.01% | 704 |
|
|
2021
Q4 | $34K | Buy |
488
+85
| +21% | +$5.92K | 0.01% | 714 |
|
|
2021
Q3 | $27K | Hold |
403
| – | – | 0.01% | 741 |
|
|
2021
Q2 | $28K | Hold |
403
| – | – | 0.01% | 711 |
|
|
2021
Q1 | $26K | Buy |
403
+15
| +4% | +$968 | 0.01% | 719 |
|
|
2020
Q4 | $20K | Buy |
+388
| New | +$20K | ﹤0.01% | 697 |
|