Harvest Group Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16
| Closed | -$1K | – | 593 |
|
|
2020
Q4 | $1K | Sell |
16
-1
| -6% | -$63 | ﹤0.01% | 539 |
|
|
2020
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 504 |
|
|
2020
Q2 | $0 | Hold |
17
| – | – | ﹤0.01% | 815 |
|
|
2020
Q1 | $0 | Sell |
17
-121
| -88% | – | ﹤0.01% | 939 |
|
|
2019
Q4 | $5K | Hold |
138
| – | – | ﹤0.01% | 385 |
|
|
2019
Q3 | $5K | Hold |
138
| – | – | 0.01% | 424 |
|
|
2019
Q2 | $5K | Hold |
138
| – | – | 0.01% | 361 |
|
|
2019
Q1 | $5K | Buy |
+138
| New | +$5K | ﹤0.01% | 394 |
|