Neuburgh Advisers’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $724K | Hold |
18,921
| – | – | 0.02% | 383 |
|
|
2019
Q2 | $745K | Hold |
18,921
| – | – | 0.02% | 375 |
|
|
2019
Q1 | $665K | Hold |
18,921
| – | – | 0.02% | 384 |
|
|
2018
Q4 | $523K | Hold |
18,921
| – | – | 0.02% | 402 |
|
|
2018
Q3 | $647K | Buy |
18,921
+3,774
| +25% | +$129K | 0.02% | 397 |
|
|
2018
Q2 | $528K | Hold |
15,147
| – | – | 0.02% | 408 |
|
|
2018
Q1 | $598K | Hold |
15,147
| – | – | 0.02% | 370 |
|
|
2017
Q4 | $601K | Buy |
15,147
+2,652
| +21% | +$105K | 0.02% | 384 |
|
|
2017
Q3 | $445K | Buy |
12,495
+1,632
| +15% | +$58.1K | 0.02% | 418 |
|
|
2017
Q2 | $333K | Buy |
10,863
+5,049
| +87% | +$155K | 0.01% | 471 |
|
|
2017
Q1 | $195K | Sell |
5,814
-255
| -4% | -$8.55K | 0.01% | 504 |
|
|
2016
Q4 | $202K | Buy |
+6,069
| New | +$202K | 0.01% | 467 |
|