Stifel Financial’s Disc Medicine IRON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,703
| Closed | -$231K | – | 3435 |
|
|
2024
Q3 | $231K | Sell |
4,703
-5,015
| -52% | -$246K | ﹤0.01% | 3083 |
|
|
2024
Q2 | $438K | Buy |
9,718
+1,555
| +19% | +$70.1K | ﹤0.01% | 2708 |
|
|
2024
Q1 | $508K | Buy |
8,163
+3
| +0% | +$187 | ﹤0.01% | 2599 |
|
|
2023
Q4 | $471K | Sell |
8,160
-600
| -7% | -$34.7K | ﹤0.01% | 2597 |
|
|
2023
Q3 | $412K | Hold |
8,760
| – | – | ﹤0.01% | 2600 |
|
|
2023
Q2 | $389K | Sell |
8,760
-4,962
| -36% | -$220K | ﹤0.01% | 2676 |
|
|
2023
Q1 | $291K | Hold |
13,722
| – | – | ﹤0.01% | 2836 |
|
|
2022
Q4 | $273K | Buy |
13,722
+9,148
| +200% | +$182K | ﹤0.01% | 2814 |
|
|
2022
Q3 | $225K | Buy |
4,574
+1,453
| +47% | +$71.5K | ﹤0.01% | 2885 |
|
|
2022
Q2 | $158K | Sell |
3,121
-340
| -10% | -$17.2K | ﹤0.01% | 3072 |
|
|
2022
Q1 | $144K | Buy |
3,461
+1,264
| +58% | +$52.6K | ﹤0.01% | 3206 |
|
|
2021
Q4 | $192K | Buy |
2,197
+990
| +82% | +$86.5K | ﹤0.01% | 3164 |
|
|
2021
Q3 | $146K | Buy |
+1,207
| New | +$146K | ﹤0.01% | 3191 |
|