LWIC
Leith Wheeler Investment Counsel’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-196,647
| Closed | -$7.3M | – | 50 |
|
|
2021
Q3 | $7.3M | Sell |
196,647
-53,000
| -21% | -$1.97M | 1.09% | 23 |
|
|
2021
Q2 | $7.51M | Sell |
249,647
-2,610
| -1% | -$78.6K | 1.15% | 22 |
|
|
2021
Q1 | $7.59M | Sell |
252,257
-15,810
| -6% | -$476K | 1.25% | 20 |
|
|
2020
Q4 | $8.4M | Sell |
268,067
-532,617
| -67% | -$16.7M | 1.18% | 18 |
|
|
2020
Q3 | $14.4M | Buy |
800,684
+542,322
| +210% | +$9.76M | 3.01% | 3 |
|
|
2020
Q2 | $4.02M | Buy |
258,362
+201,718
| +356% | +$3.14M | 0.98% | 24 |
|
|
2020
Q1 | $774K | Sell |
56,644
-205,276
| -78% | -$2.8M | 0.23% | 29 |
|
|
2019
Q4 | $7.27M | Buy |
+261,920
| New | +$7.27M | 1.82% | 6 |
|
|
2019
Q2 | – | Sell |
-127,900
| Closed | -$2.4M | – | 31 |
|
|
2019
Q1 | $2.4M | Buy |
+127,900
| New | +$2.4M | 0.74% | 21 |
|