FC
Forte Capital’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,652
| Closed | -$226K | – | 161 |
|
|
2017
Q2 | $226K | Hold |
8,652
| – | – | 0.07% | 146 |
|
|
2017
Q1 | $225K | Hold |
8,652
| – | – | 0.08% | 146 |
|
|
2016
Q4 | $201K | Buy |
+8,652
| New | +$201K | 0.08% | 150 |
|
|
2015
Q3 | – | Sell |
-8,652
| Closed | -$210K | – | 153 |
|
|
2015
Q2 | $210K | Buy |
+8,652
| New | +$210K | 0.09% | 153 |
|
|
2014
Q4 | – | Sell |
-8,652
| Closed | -$206K | – | 159 |
|
|
2014
Q3 | $206K | Buy |
+8,652
| New | +$206K | 0.1% | 156 |
|