Stifel Financial
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Stifel Financial’s IRIDEX IRIX Stock Holding History

Stifel Financial’s Portfolio IRIX Stock Details IRIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-12,913
Closed -$32K – 3246
2020
Q4 		$32K Hold
12,913
– – ﹤0.01% 3005
2020
Q3 		$25K Sell
12,913
-927
-7% -$1.92K ﹤0.01% 2843
2020
Q2 		$29K Sell
13,840
-563
-4% -$1.06K ﹤0.01% 2794
2020
Q1 		$21K Sell
14,403
-117
-0.8% -$302 ﹤0.01% 2727
2019
Q4 		$29K Hold
14,520
– – ﹤0.01% 2942
2019
Q3 		$25K Hold
14,520
– – ﹤0.01% 2820
2019
Q2 		$65K Sell
14,520
-54
-0.4% -$263 ﹤0.01% 2849
2019
Q1 		$65K Buy
14,574
+115
+0.8% +$533 ﹤0.01% 2726
2018
Q4 		$66K Buy
+14,459
New +$72K ﹤0.01% 2591

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