Sageworth Trust’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 |
-138
| Closed | -$8.15K | – | 383 |
|
|
2023
Q1 | $8.15K | Hold |
138
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $8K | Hold |
138
| – | – | ﹤0.01% | 218 |
|
|
2022
Q3 | $7K | Hold |
138
| – | – | ﹤0.01% | 217 |
|
|
2022
Q2 | $8K | Hold |
138
| – | – | ﹤0.01% | 242 |
|
|
2022
Q1 | $9K | Hold |
138
| – | – | ﹤0.01% | 197 |
|
|
2021
Q4 | $10K | Sell |
138
-462
| -77% | -$33.5K | ﹤0.01% | 280 |
|
|
2021
Q3 | $41K | Hold |
600
| – | – | ﹤0.01% | 216 |
|
|
2021
Q2 | $39K | Buy |
+600
| New | +$39K | ﹤0.01% | 277 |
|