Greenwood Capital Associates’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,279
| Closed | -$564K | – | 224 |
|
|
2018
Q1 | $564K | Buy |
14,279
+8,312
| +139% | +$328K | 0.14% | 98 |
|
|
2017
Q4 | $237K | Sell |
5,967
-522
| -8% | -$20.7K | 0.06% | 181 |
|
|
2017
Q3 | $231K | Sell |
6,489
-264
| -4% | -$9.4K | 0.06% | 167 |
|
|
2017
Q2 | $207K | Buy |
6,753
+193
| +3% | +$5.92K | 0.05% | 189 |
|
|
2017
Q1 | $219K | Buy |
+6,560
| New | +$219K | 0.06% | 177 |
|