TFO Wealth Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$469 | – | 635 |
|
|
2024
Q1 | $469 | Hold |
6
| – | – | ﹤0.01% | 278 |
|
|
2023
Q4 | $415 | Hold |
6
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $358 | Hold |
6
| – | – | ﹤0.01% | 580 |
|
|
2023
Q2 | $358 | Hold |
6
| – | – | ﹤0.01% | 358 |
|
|
2023
Q1 | $355 | Sell |
6
-14
| -70% | -$828 | ﹤0.01% | 327 |
|
|
2022
Q4 | $589 | Buy |
+20
| New | +$589 | ﹤0.01% | 458 |
|