Placemark Investments’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $568K | Buy |
16,655
+1,160
| +7% | +$39.6K | 0.01% | 1116 |
|
|
2014
Q3 | $485K | Buy |
15,495
+628
| +4% | +$19.7K | 0.01% | 1180 |
|
|
2014
Q2 | $469K | Sell |
14,867
-400
| -3% | -$12.6K | 0.01% | 1193 |
|
|
2014
Q1 | $505K | Sell |
15,267
-13,115
| -46% | -$434K | 0.01% | 1116 |
|
|
2013
Q4 | $908K | Buy |
28,382
+11,261
| +66% | +$360K | 0.01% | 897 |
|
|
2013
Q3 | $471K | Buy |
17,121
+7,978
| +87% | +$219K | 0.01% | 1121 |
|
|
2013
Q2 | $216K | Buy |
+9,143
| New | +$216K | ﹤0.01% | 1420 |
|