Quantitative Investment Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,902
| Closed | -$1.01M | – | 790 |
|
|
2019
Q4 | $1.01M | Buy |
24,902
+15,867
| +176% | +$641K | 0.03% | 440 |
|
|
2019
Q3 | $345K | Sell |
9,035
-15,879
| -64% | -$606K | 0.02% | 508 |
|
|
2019
Q2 | $980K | Buy |
+24,914
| New | +$980K | 0.04% | 416 |
|
|
2018
Q1 | – | Sell |
-43,200
| Closed | -$1.72M | – | 903 |
|
|
2017
Q4 | $1.72M | Buy |
+43,200
| New | +$1.72M | 0.03% | 530 |
|