Independent Portfolio Consultants’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.02M | Sell |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.21M | Sell |
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|
2016
Q3 | $946K | Sell |
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|
2016
Q2 | $777K | Buy |
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|
2016
Q1 | $504K | Buy |
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|
2015
Q4 | $562K | Sell |
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|
2015
Q3 | $718K | Buy |
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|
2015
Q2 | $851K | Buy |
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|
2015
Q1 | $751K | Sell |
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|
2014
Q4 | $713K | Buy |
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|
2014
Q3 | $314K | Buy |
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|
2014
Q2 | $279K | Buy |
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|
2014
Q1 | $207K | Sell |
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|
2013
Q4 | $337K | Sell |
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|
2013
Q3 | $336K | Sell |
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|
2013
Q2 | $291K | Buy |
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