Invictus RG’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 |
-7,296
| Closed | -$288K | – | 296 |
|
|
2018
Q1 | $288K | Sell |
7,296
-320
| -4% | -$12.6K | 0.19% | 152 |
|
|
2017
Q4 | $302K | Buy |
+7,616
| New | +$302K | 0.32% | 144 |
|
|
2017
Q2 | – | Sell |
-2,345
| Closed | -$78K | – | 808 |
|
|
2017
Q1 | $78K | Buy |
+2,345
| New | +$78K | 0.05% | 481 |
|