WAM
Wakefield Asset Management’s ServisFirst Bancshares SFBS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-15,686
| Closed | -$962K | – | 167 |
|
2021
Q1 | $962K | Sell |
15,686
-875
| -5% | -$53.7K | 0.39% | 66 |
|
2020
Q4 | $667K | Sell |
16,561
-148
| -0.9% | -$5.96K | 0.28% | 108 |
|
2020
Q3 | $569K | Buy |
16,709
+103
| +0.6% | +$3.51K | 0.27% | 100 |
|
2020
Q2 | $594K | Buy |
16,606
+199
| +1% | +$7.12K | 0.28% | 96 |
|
2020
Q1 | $481K | Buy |
+16,407
| New | +$481K | 0.26% | 91 |
|