Shine Investment Advisory Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $40K | Hold |
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|
2019
Q3 | $38K | Hold |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $18K | Hold |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $26K | Hold |
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|
2017
Q4 | $26K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $20K | Buy |
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