Institutional & Family Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-30
| Closed | -$1K | – | 878 |
|
|
2019
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 814 |
|
|
2019
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 804 |
|
|
2018
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 783 |
|
|
2018
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 808 |
|
|
2018
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 802 |
|