GWM
Greenwich Wealth Management’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,750
| Closed | -$1.36M | – | 239 |
|
|
2023
Q2 | $1.36M | Sell |
22,750
-199
| -0.9% | -$11.9K | 0.14% | 89 |
|
|
2023
Q1 | $1.36M | Sell |
22,949
-565
| -2% | -$33.4K | 0.15% | 90 |
|
|
2022
Q4 | $1.37M | Hold |
23,514
| – | – | 0.15% | 88 |
|
|
2022
Q3 | $1.22M | Buy |
23,514
+882
| +4% | +$45.8K | 0.13% | 97 |
|
|
2022
Q2 | $1.27M | Hold |
22,632
| – | – | 0.17% | 95 |
|
|
2022
Q1 | $1.54M | Hold |
22,632
| – | – | 0.16% | 91 |
|
|
2021
Q4 | $1.59M | Sell |
22,632
-117
| -0.5% | -$8.24K | 0.13% | 86 |
|
|
2021
Q3 | $1.55M | Buy |
22,749
+2
| +0% | +$136 | 0.13% | 84 |
|
|
2021
Q2 | $1.48M | Sell |
22,747
-20
| -0.1% | -$1.3K | 0.13% | 85 |
|
|
2021
Q1 | $1.46M | Sell |
22,767
-83
| -0.4% | -$5.32K | 0.12% | 84 |
|
|
2020
Q4 | $1.15M | Buy |
22,850
+7,552
| +49% | +$381K | 0.1% | 87 |
|
|
2020
Q3 | $773K | Buy |
15,298
+173
| +1% | +$8.74K | 0.14% | 97 |
|
|
2020
Q2 | $717K | Sell |
15,125
-300
| -2% | -$14.2K | 0.14% | 98 |
|
|
2020
Q1 | $637K | Buy |
15,425
+190
| +1% | +$7.85K | 0.14% | 91 |
|
|
2019
Q4 | $924K | Buy |
15,235
+63
| +0.4% | +$3.82K | 0.19% | 88 |
|
|
2019
Q3 | $871K | Sell |
15,172
-314
| -2% | -$18K | 0.17% | 94 |
|
|
2019
Q2 | $915K | Sell |
15,486
-462
| -3% | -$27.3K | 0.16% | 94 |
|
|
2019
Q1 | $841K | Buy |
15,948
+81
| +0.5% | +$4.27K | 0.15% | 89 |
|
|
2018
Q4 | $657K | Sell |
15,867
-196
| -1% | -$8.12K | 0.13% | 97 |
|
|
2018
Q3 | $823K | Buy |
16,063
+16
| +0.1% | +$820 | 0.14% | 96 |
|
|
2018
Q2 | $838K | Buy |
16,047
+37
| +0.2% | +$1.93K | 0.15% | 90 |
|
|
2018
Q1 | $948K | Hold |
16,010
| – | – | 0.15% | 82 |
|
|
2017
Q4 | $954K | Sell |
16,010
-153
| -0.9% | -$9.12K | 0.16% | 83 |
|
|
2017
Q3 | $864K | Buy |
16,163
+1,046
| +7% | +$55.9K | 0.15% | 85 |
|
|
2017
Q2 | $695K | Hold |
15,117
| – | – | 0.12% | 97 |
|
|
2017
Q1 | $759K | Buy |
15,117
+117
| +0.8% | +$5.87K | 0.1% | 89 |
|
|
2016
Q4 | $749K | Hold |
15,000
| – | – | 0.09% | 105 |
|
|
2016
Q3 | $577K | Buy |
+15,000
| New | +$577K | 0.1% | 118 |
|