Liberty Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-259
| Closed | -$19K | – | 933 |
|
|
2021
Q3 | $19K | Buy |
259
+53
| +26% | +$3.89K | 0.01% | 662 |
|
|
2021
Q2 | $13K | Sell |
206
-188
| -48% | -$11.9K | 0.01% | 602 |
|
|
2021
Q1 | $20K | Hold |
394
| – | – | 0.01% | 463 |
|
|
2020
Q4 | $20K | Buy |
394
+38
| +11% | +$1.93K | 0.01% | 460 |
|
|
2020
Q3 | $12K | Buy |
356
+2
| +0.6% | +$67 | 0.01% | 492 |
|
|
2020
Q2 | $11K | Hold |
354
| – | – | 0.01% | 476 |
|
|
2020
Q1 | $10K | Sell |
354
-26
| -7% | -$734 | 0.01% | 465 |
|
|
2019
Q4 | $15K | Buy |
380
+2
| +0.5% | +$79 | 0.01% | 463 |
|
|
2019
Q3 | $14K | Buy |
378
+120
| +47% | +$4.44K | 0.01% | 459 |
|
|
2019
Q2 | $10K | Hold |
258
| – | – | 0.01% | 532 |
|
|
2019
Q1 | $9K | Buy |
258
+1
| +0.4% | +$35 | 0.01% | 457 |
|
|
2018
Q4 | $7K | Buy |
+257
| New | +$7K | 0.01% | 493 |
|