Wealthfront’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-380
| Closed | -$11K | – | 913 |
|
|
2015
Q3 | $11K | Buy |
380
+300
| +375% | +$8.68K | ﹤0.01% | 934 |
|
|
2015
Q2 | $3K | Buy |
80
+44
| +122% | +$1.65K | ﹤0.01% | 1149 |
|
|
2015
Q1 | $1K | Buy |
36
+34
| +1,700% | +$944 | ﹤0.01% | 1133 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 939 |
|