Wealthspire Advisors (Maryland)’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-362
| Closed | -$13K | – | 1768 |
|
|
2019
Q1 | $13K | Hold |
362
| – | – | ﹤0.01% | 1431 |
|
|
2018
Q4 | $10K | Buy |
362
+161
| +80% | +$4.45K | ﹤0.01% | 1474 |
|
|
2018
Q3 | $7K | Sell |
201
-9
| -4% | -$313 | ﹤0.01% | 1676 |
|
|
2018
Q2 | $7K | Hold |
210
| – | – | ﹤0.01% | 1676 |
|
|
2018
Q1 | $8K | Hold |
210
| – | – | ﹤0.01% | 1651 |
|
|
2017
Q4 | $8K | Buy |
210
+9
| +4% | +$343 | ﹤0.01% | 1687 |
|
|
2017
Q3 | $7K | Hold |
201
| – | – | ﹤0.01% | 1697 |
|
|
2017
Q2 | $6K | Buy |
201
+81
| +68% | +$2.42K | ﹤0.01% | 1722 |
|
|
2017
Q1 | $4K | Buy |
120
+12
| +11% | +$400 | ﹤0.01% | 1575 |
|
|
2016
Q4 | $4K | Hold |
108
| – | – | ﹤0.01% | 1436 |
|
|
2016
Q3 | $3K | Buy |
108
+27
| +33% | +$750 | ﹤0.01% | 1494 |
|
|
2016
Q2 | $2K | Hold |
81
| – | – | ﹤0.01% | 1532 |
|
|
2016
Q1 | $2K | Hold |
81
| – | – | ﹤0.01% | 1552 |
|
|
2015
Q4 | $2K | Buy |
+81
| New | +$2K | ﹤0.01% | 1538 |
|