Howe & Rusling’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 |
-83
| Closed | -$3K | – | 925 |
|
|
2018
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 717 |
|
|
2017
Q4 | $3K | Hold |
83
| – | – | ﹤0.01% | 648 |
|
|
2017
Q3 | $3K | Hold |
83
| – | – | ﹤0.01% | 682 |
|
|
2017
Q2 | $3K | Hold |
83
| – | – | ﹤0.01% | 737 |
|
|
2017
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 767 |
|
|
2016
Q4 | $3K | Hold |
83
| – | – | ﹤0.01% | 802 |
|
|
2016
Q3 | $2K | Hold |
83
| – | – | ﹤0.01% | 882 |
|
|
2016
Q2 | $2K | Hold |
83
| – | – | ﹤0.01% | 842 |
|
|
2016
Q1 | $2K | Buy |
+83
| New | +$2K | ﹤0.01% | 875 |
|