Trust Company of Vermont’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-36
| Closed | -$1K | – | 986 |
|
|
2017
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 954 |
|
|
2017
Q3 | $1K | Hold |
36
| – | – | ﹤0.01% | 911 |
|
|
2017
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 957 |
|
|
2017
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 847 |
|
|
2016
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 882 |
|