Sageworth Trust’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$254 | – | 259 |
|
|
2023
Q1 | $254 | Hold |
8
| – | – | ﹤0.01% | 478 |
|
|
2022
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 471 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 385 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 411 |
|
|
2022
Q1 | $0 | Sell |
8
-347
| -98% | – | ﹤0.01% | 568 |
|
|
2021
Q4 | $13K | Sell |
355
-1,183
| -77% | -$43.3K | ﹤0.01% | 235 |
|
|
2021
Q3 | $55K | Hold |
1,538
| – | – | ﹤0.01% | 175 |
|
|
2021
Q2 | $50K | Buy |
+1,538
| New | +$50K | ﹤0.01% | 228 |
|