Wealthspire Advisors (Maryland)’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-26
| Closed | -$1K | – | 1769 |
|
|
2019
Q1 | $1K | Sell |
26
-54
| -68% | -$2.08K | ﹤0.01% | 2379 |
|
|
2018
Q4 | $3K | Sell |
80
-16
| -17% | -$600 | ﹤0.01% | 1980 |
|
|
2018
Q3 | $4K | Buy |
96
+15
| +19% | +$625 | ﹤0.01% | 1927 |
|
|
2018
Q2 | $3K | Buy |
81
+48
| +145% | +$1.78K | ﹤0.01% | 2040 |
|
|
2018
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 2390 |
|
|
2017
Q4 | $1K | Buy |
33
+30
| +1,000% | +$909 | ﹤0.01% | 2331 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 2442 |
|