Israel Discount Bank of New York’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-728
| Closed | -$26K | – | 307 |
|
|
2019
Q1 | $26K | Hold |
728
| – | – | 0.02% | 302 |
|
|
2018
Q4 | $20K | Hold |
728
| – | – | 0.02% | 325 |
|
|
2018
Q3 | $25K | Sell |
728
-727
| -50% | -$25K | 0.02% | 319 |
|
|
2018
Q2 | $51K | Hold |
1,455
| – | – | 0.03% | 266 |
|
|
2018
Q1 | $57K | Hold |
1,455
| – | – | 0.04% | 240 |
|
|
2017
Q4 | $58K | Hold |
1,455
| – | – | 0.04% | 241 |
|
|
2017
Q3 | $52K | Hold |
1,455
| – | – | 0.04% | 257 |
|
|
2017
Q2 | $45K | Sell |
1,455
-23
| -2% | -$711 | 0.04% | 274 |
|
|
2017
Q1 | $49K | Hold |
1,478
| – | – | 0.04% | 250 |
|
|
2016
Q4 | $49K | Buy |
+1,478
| New | +$49K | 0.04% | 265 |
|