Shine Investment Advisory Services’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $33K | Hold |
992
| – | – | 0.01% | 375 |
|
|
2020
Q2 | $31K | Hold |
992
| – | – | 0.01% | 393 |
|
|
2020
Q1 | $27K | Hold |
992
| – | – | 0.01% | 374 |
|
|
2019
Q4 | $40K | Hold |
992
| – | – | 0.02% | 364 |
|
|
2019
Q3 | $38K | Hold |
992
| – | – | 0.02% | 363 |
|
|
2019
Q2 | $39K | Hold |
992
| – | – | 0.02% | 351 |
|
|
2019
Q1 | $35K | Buy |
992
+333
| +51% | +$11.7K | 0.02% | 368 |
|
|
2018
Q4 | $18K | Hold |
659
| – | – | 0.01% | 452 |
|
|
2018
Q3 | $23K | Hold |
659
| – | – | 0.01% | 430 |
|
|
2018
Q2 | $23K | Hold |
659
| – | – | 0.01% | 435 |
|
|
2018
Q1 | $26K | Hold |
659
| – | – | 0.01% | 422 |
|
|
2017
Q4 | $26K | Hold |
659
| – | – | 0.01% | 412 |
|
|
2017
Q3 | $23K | Hold |
659
| – | – | 0.01% | 433 |
|
|
2017
Q2 | $20K | Buy |
+659
| New | +$20K | 0.01% | 433 |
|