GAM Holding’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,810
| Closed | -$452K | – | 754 |
|
|
2019
Q3 | $452K | Sell |
11,810
-15,694
| -57% | -$601K | 0.02% | 601 |
|
|
2019
Q2 | $1.08M | Buy |
+27,504
| New | +$1.08M | 0.04% | 465 |
|
|
2018
Q2 | – | Sell |
-10,253
| Closed | -$405K | – | 956 |
|
|
2018
Q1 | $405K | Buy |
+10,253
| New | +$405K | 0.01% | 686 |
|
|
2017
Q3 | – | Sell |
-2,400
| Closed | -$74K | – | 861 |
|
|
2017
Q2 | $74K | Hold |
2,400
| – | – | ﹤0.01% | 1007 |
|
|
2017
Q1 | $80K | Buy |
+2,400
| New | +$80K | ﹤0.01% | 1010 |
|