Winslow Evans & Crocker’s Stifel SF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-72
| Closed | -$2.78K | – | 1161 |
|
|
2018
Q1 | $2.78K | Hold |
72
| – | – | ﹤0.01% | 979 |
|
|
2017
Q4 | $2.8K | Sell |
72
-351
| -83% | -$13.7K | ﹤0.01% | 993 |
|
|
2017
Q3 | $15K | Buy |
423
+1
| +0.2% | +$36 | 0.01% | 732 |
|
|
2017
Q2 | $12.9K | Sell |
422
-16
| -4% | -$490 | ﹤0.01% | 857 |
|
|
2017
Q1 | $14.7K | Sell |
438
-12
| -3% | -$402 | ﹤0.01% | 804 |
|
|
2016
Q4 | $14.9K | Sell |
450
-126
| -22% | -$4.18K | ﹤0.01% | 792 |
|
|
2016
Q3 | $14.7K | Buy |
576
+9
| +2% | +$230 | ﹤0.01% | 809 |
|
|
2016
Q2 | $11.9K | Sell |
567
-168
| -23% | -$3.52K | ﹤0.01% | 830 |
|
|
2016
Q1 | $14.5K | Sell |
735
-228
| -24% | -$4.5K | ﹤0.01% | 785 |
|
|
2015
Q4 | $27.2K | Buy |
963
+63
| +7% | +$1.78K | 0.01% | 673 |
|
|
2015
Q3 | $25.2K | Buy |
900
+12
| +1% | +$336 | 0.01% | 664 |
|
|
2015
Q2 | $34.2K | Buy |
+888
| New | +$34.2K | 0.01% | 635 |
|