Veritable’s Stifel SF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,042	Closed	-$241K	–	662
2023 Q2	$241K	Buy	4,042 +98	+2%	+$5.85K	﹤0.01%	774
2023 Q1	$233K	Sell	3,944 -426	-10%	-$25.2K	﹤0.01%	780
2022 Q4	$255K	Buy	+4,370	New	+$255K	﹤0.01%	710