JOYN Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-387
| Closed | -$11K | – | 1170 |
|
|
2018
Q4 | $11K | Buy |
387
+27
| +8% | +$767 | ﹤0.01% | 941 |
|
|
2018
Q3 | $12K | Buy |
360
+160
| +80% | +$5.33K | ﹤0.01% | 884 |
|
|
2018
Q2 | $7K | Buy |
200
+110
| +122% | +$3.85K | ﹤0.01% | 1037 |
|
|
2018
Q1 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 920 |
|