Sageworth Trust Company of South Dakota’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-118
| Closed | -$6.97K | – | 175 |
|
|
2023
Q1 | $6.97K | Hold |
118
| – | – | 0.02% | 124 |
|
|
2022
Q4 | $7K | Hold |
118
| – | – | 0.02% | 137 |
|
|
2022
Q3 | $6K | Sell |
118
-83
| -41% | -$4.22K | 0.01% | 137 |
|
|
2022
Q2 | $11K | Sell |
201
-256
| -56% | -$14K | 0.02% | 141 |
|
|
2022
Q1 | $31K | Hold |
457
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $32K | Buy |
+457
| New | +$32K | 0.05% | 159 |
|