Stifel Financial’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,665
| Closed | -$65K | – | 3345 |
|
|
2022
Q3 | $65K | Sell |
13,665
-14,537
| -52% | -$69.1K | ﹤0.01% | 3159 |
|
|
2022
Q2 | $191K | Buy |
28,202
+6,847
| +32% | +$46.4K | ﹤0.01% | 3017 |
|
|
2022
Q1 | $145K | Sell |
21,355
-3,209
| -13% | -$21.8K | ﹤0.01% | 3203 |
|
|
2021
Q4 | $187K | Buy |
24,564
+6,867
| +39% | +$52.3K | ﹤0.01% | 3172 |
|
|
2021
Q3 | $127K | Buy |
17,697
+361
| +2% | +$2.59K | ﹤0.01% | 3214 |
|
|
2021
Q2 | $101K | Buy |
17,336
+4,530
| +35% | +$26.4K | ﹤0.01% | 3237 |
|
|
2021
Q1 | $56K | Buy |
+12,806
| New | +$56K | ﹤0.01% | 3153 |
|