JIC
Joel Isaacson & Co’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-63
| Closed | -$3K | – | 468 |
|
|
2016
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 592 |
|
|
2016
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 679 |
|
|
2016
Q2 | $2K | Sell |
63
-2,083
| -97% | -$66.1K | ﹤0.01% | 678 |
|
|
2016
Q1 | $64K | Buy |
2,146
+1,016
| +90% | +$30.3K | 0.01% | 306 |
|
|
2015
Q4 | $48K | Hold |
1,130
| – | – | 0.01% | 332 |
|
|
2015
Q3 | $48K | Buy |
1,130
+1,067
| +1,694% | +$45.3K | 0.01% | 346 |
|
|
2015
Q2 | $4K | Hold |
63
| – | – | ﹤0.01% | 671 |
|
|
2015
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 625 |
|
|
2014
Q4 | $3K | Hold |
63
| – | – | ﹤0.01% | 568 |
|
|
2014
Q3 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 559 |
|
|
2013
Q4 | – | Sell |
-5,171
| Closed | -$213K | – | 519 |
|
|
2013
Q3 | $213K | Buy |
+5,171
| New | +$213K | 0.09% | 97 |
|