Schubert & Co’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 |
-53
| Closed | -$3.13K | – | 1250 |
|
|
2023
Q1 | $3.13K | Buy |
53
+8
| +18% | +$473 | ﹤0.01% | 689 |
|
|
2022
Q4 | $2.63K | Sell |
45
-1
| -2% | -$58 | ﹤0.01% | 731 |
|
|
2022
Q3 | $2K | Sell |
46
-6
| -12% | -$261 | ﹤0.01% | 905 |
|
|
2022
Q2 | $3K | Buy |
52
+25
| +93% | +$1.44K | ﹤0.01% | 655 |
|
|
2022
Q1 | $2K | Buy |
27
+6
| +29% | +$444 | ﹤0.01% | 482 |
|
|
2021
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 846 |
|