WCBA
Weaver C. Barksdale & Associates’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $16K | Sell |
270
-26
| -9% | -$1.54K | 0.02% | 195 |
|
|
2017
Q3 | $16K | Sell |
296
-11
| -4% | -$595 | 0.02% | 185 |
|
|
2017
Q2 | $14K | Buy |
307
+34
| +12% | +$1.55K | 0.02% | 204 |
|
|
2017
Q1 | $14K | Hold |
273
| – | – | 0.02% | 210 |
|
|
2016
Q4 | $14K | Sell |
273
-32
| -10% | -$1.64K | 0.02% | 210 |
|
|
2016
Q3 | $12K | Sell |
305
-6
| -2% | -$236 | 0.02% | 224 |
|
|
2016
Q2 | $10K | Buy |
311
+19
| +7% | +$611 | 0.02% | 244 |
|
|
2016
Q1 | $9K | Buy |
292
+64
| +28% | +$1.97K | 0.01% | 292 |
|
|
2015
Q4 | $10K | Buy |
228
+15
| +7% | +$658 | 0.01% | 264 |
|
|
2015
Q3 | $9K | Buy |
213
+38
| +22% | +$1.61K | 0.01% | 281 |
|
|
2015
Q2 | $10K | Hold |
175
| – | – | 0.01% | 283 |
|
|
2015
Q1 | $10K | Buy |
+175
| New | +$10K | 0.01% | 284 |
|