Stifel Financial’s INNOVATE Corp VATE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-7,750
| Closed | -$410K | – | 2386 |
|
2015
Q4 | $410K | Hold |
7,750
| – | – | ﹤0.01% | 1767 |
|
2015
Q3 | $543K | Sell |
7,750
-10
| -0.1% | -$701 | ﹤0.01% | 1504 |
|
2015
Q2 | $695K | Sell |
7,760
-140
| -2% | -$12.5K | ﹤0.01% | 1515 |
|
2015
Q1 | $865K | Buy |
7,900
+20
| +0.3% | +$2.19K | ﹤0.01% | 1349 |
|
2014
Q4 | $664K | Buy |
+7,880
| New | +$664K | ﹤0.01% | 1477 |
|