SAM
Solaris Asset Management’s Jefferies Financial Group JEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,400
| Closed | -$37K | – | 282 |
|
|
2017
Q2 | $37K | Buy |
1,400
+1,208
| +629% | +$31.9K | 0.02% | 198 |
|
|
2017
Q1 | $5K | Hold |
192
| – | – | ﹤0.01% | 251 |
|
|
2016
Q4 | $4K | Hold |
192
| – | – | ﹤0.01% | 253 |
|
|
2016
Q3 | $4K | Buy |
+192
| New | +$4K | ﹤0.01% | 434 |
|