ParenteBeard Wealth Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $21.4K | Sell |
803
-32,476
| -98% | -$865K | 0.25% | 37 |
|
|
2014
Q3 | $561K | Hold |
33,279
| – | – | 0.23% | 54 |
|
|
2014
Q2 | $568K | Buy |
33,279
+2,046
| +7% | +$34.9K | 0.25% | 49 |
|
|
2014
Q1 | $542K | Sell |
31,233
-3,834
| -11% | -$66.5K | 0.27% | 52 |
|
|
2013
Q4 | $599K | Sell |
35,067
-272
| -0.8% | -$4.65K | 0.24% | 67 |
|
|
2013
Q3 | $610K | Buy |
35,339
+1,910
| +6% | +$33K | 0.3% | 45 |
|
|
2013
Q2 | $581K | Buy |
+33,429
| New | +$581K | 0.26% | 52 |
|