Waverly Advisors’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-10,929
| Closed | -$215K | – | 168 |
|
|
2018
Q3 | $215K | Hold |
10,929
| – | – | 0.03% | 171 |
|
|
2018
Q2 | $222K | Hold |
10,929
| – | – | 0.03% | 166 |
|
|
2018
Q1 | $222K | Hold |
10,929
| – | – | 0.04% | 159 |
|
|
2017
Q4 | $259K | Hold |
10,929
| – | – | 0.04% | 205 |
|
|
2017
Q3 | $247K | Hold |
10,929
| – | – | 0.05% | 191 |
|
|
2017
Q2 | $256K | Hold |
10,929
| – | – | 0.06% | 185 |
|
|
2017
Q1 | $254K | Buy |
+10,929
| New | +$254K | 0.07% | 185 |
|
|
2014
Q1 | – | Sell |
-153
| Closed | -$4K | – | 775 |
|
|
2013
Q4 | $4K | Buy |
+153
| New | +$4K | ﹤0.01% | 706 |
|