Valeo Financial Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Hold |
0
| – | – | – | 1779 |
|
|
2020
Q3 | – | Sell |
-164
| Closed | -$5K | – | 1991 |
|
|
2020
Q2 | $5K | Hold |
164
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q1 | $5K | Hold |
164
| – | – | ﹤0.01% | 1264 |
|
|
2019
Q4 | $7K | Sell |
164
-6
| -4% | -$256 | ﹤0.01% | 1195 |
|
|
2019
Q3 | $6K | Sell |
170
-7
| -4% | -$247 | ﹤0.01% | 1157 |
|
|
2019
Q2 | $7K | Hold |
177
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q1 | $6K | Hold |
177
| – | – | ﹤0.01% | 1107 |
|
|
2018
Q4 | $5K | Hold |
177
| – | – | ﹤0.01% | 1086 |
|
|
2018
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 1211 |
|
|
2018
Q2 | $6K | Hold |
177
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q1 | $7K | Hold |
177
| – | – | ﹤0.01% | 1038 |
|
|
2017
Q4 | $7K | Hold |
177
| – | – | ﹤0.01% | 925 |
|
|
2017
Q3 | $6K | Buy |
+177
| New | +$6K | ﹤0.01% | 835 |
|