Stifel Financial’s Renaissance IPO ETF IPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $520K | Sell |
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|
2022
Q3 | $799K | Sell |
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|
2022
Q2 | $852K | Buy |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.63M | Buy |
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|
2021
Q3 | $1.76M | Buy |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.65M | Buy |
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|
2020
Q3 | $327K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | $235K | Buy |
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