RWA Wealth Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,572
| Closed | -$216K | – | 579 |
|
|
2024
Q2 | $216K | Hold |
2,572
| – | – | ﹤0.01% | 520 |
|
|
2024
Q1 | $201K | Buy |
+2,572
| New | +$201K | ﹤0.01% | 524 |
|
|
2022
Q2 | – | Sell |
-3,246
| Closed | -$220K | – | 260 |
|
|
2022
Q1 | $220K | Sell |
3,246
-650
| -17% | -$44.1K | 0.01% | 240 |
|
|
2021
Q4 | $274K | Hold |
3,896
| – | – | 0.02% | 219 |
|
|
2021
Q3 | $265K | Hold |
3,896
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $253K | Hold |
3,896
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $250K | Buy |
+3,896
| New | +$250K | 0.02% | 218 |
|