MWPCG
Measured Wealth Private Client Group’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,802
| Closed | -$735K | – | 193 |
|
|
2025
Q1 | $735K | Buy |
7,802
+1,376
| +21% | +$130K | 0.24% | 61 |
|
|
2024
Q4 | $682K | Buy |
6,426
+828
| +15% | +$87.8K | 0.22% | 59 |
|
|
2024
Q3 | $526K | Buy |
5,598
+1,233
| +28% | +$116K | 0.18% | 71 |
|
|
2024
Q2 | $367K | Buy |
+4,365
| New | +$367K | 0.13% | 125 |
|
|
2018
Q4 | – | Sell |
-162
| Closed | -$8K | – | 590 |
|
|
2018
Q3 | $8K | Buy |
+162
| New | +$8K | ﹤0.01% | 651 |
|