Marshall Wace North America’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,036
| Closed | -$262K | – | 1625 |
|
|
2021
Q2 | $262K | Buy |
+4,036
| New | +$262K | ﹤0.01% | 1242 |
|
|
2020
Q3 | – | Sell |
-14,018
| Closed | -$442K | – | 1444 |
|
|
2020
Q2 | $442K | Buy |
+14,018
| New | +$442K | ﹤0.01% | 942 |
|
|
2020
Q1 | – | Sell |
-14,037
| Closed | -$568K | – | 1558 |
|
|
2019
Q4 | $568K | Buy |
+14,037
| New | +$568K | ﹤0.01% | 808 |
|
|
2019
Q1 | – | Sell |
-3,237
| Closed | -$89K | – | 1865 |
|
|
2018
Q4 | $89K | Buy |
+3,237
| New | +$89K | ﹤0.01% | 1108 |
|
|
2017
Q3 | – | Sell |
-10,550
| Closed | -$324K | – | 1469 |
|
|
2017
Q2 | $324K | Buy |
+10,550
| New | +$324K | ﹤0.01% | 1150 |
|