HighMark Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4
| Closed | -$1.85K | – | 581 |
|
|
2023
Q2 | $1.85K | Sell |
4
-85
| -96% | -$39.3K | ﹤0.01% | 468 |
|
|
2023
Q1 | $5.26K | Hold |
89
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $5.2K | Hold |
89
| – | – | ﹤0.01% | 337 |
|
|
2022
Q3 | $5K | Buy |
89
+40
| +82% | +$2.25K | ﹤0.01% | 344 |
|
|
2022
Q2 | $3K | Buy |
+49
| New | +$3K | ﹤0.01% | 409 |
|