Wealthspire Advisors (Maryland)’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,453
| Closed | -$24K | – | 1261 |
|
|
2019
Q1 | $24K | Buy |
1,453
+105
| +8% | +$1.73K | ﹤0.01% | 1201 |
|
|
2018
Q4 | $21K | Buy |
1,348
+912
| +209% | +$14.2K | ﹤0.01% | 1187 |
|
|
2018
Q3 | $9K | Sell |
436
-40
| -8% | -$826 | ﹤0.01% | 1559 |
|
|
2018
Q2 | $10K | Sell |
476
-21
| -4% | -$441 | ﹤0.01% | 1539 |
|
|
2018
Q1 | $10K | Sell |
497
-96
| -16% | -$1.93K | ﹤0.01% | 1572 |
|
|
2017
Q4 | $14K | Buy |
593
+271
| +84% | +$6.4K | ﹤0.01% | 1457 |
|
|
2017
Q3 | $7K | Buy |
322
+7
| +2% | +$152 | ﹤0.01% | 1688 |
|
|
2017
Q2 | $7K | Buy |
315
+8
| +3% | +$178 | ﹤0.01% | 1658 |
|
|
2017
Q1 | $7K | Buy |
307
+148
| +93% | +$3.38K | ﹤0.01% | 1448 |
|
|
2016
Q4 | $3K | Sell |
159
-91
| -36% | -$1.72K | ﹤0.01% | 1479 |
|
|
2016
Q3 | $4K | Buy |
250
+47
| +23% | +$752 | ﹤0.01% | 1431 |
|
|
2016
Q2 | $3K | Buy |
203
+99
| +95% | +$1.46K | ﹤0.01% | 1436 |
|
|
2016
Q1 | $2K | Buy |
104
+38
| +58% | +$731 | ﹤0.01% | 1537 |
|
|
2015
Q4 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 1628 |
|