World Asset Management’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $236K | Sell |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $260K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $213K | Sell |
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|
2017
Q4 | $243K | Sell |
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|
2017
Q3 | $233K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $209K | Buy |
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|
2016
Q4 | $200K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $292K | Buy |
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|
2014
Q4 | $214K | Sell |
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|
2014
Q3 | $231K | Buy |
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|
2014
Q2 | $227K | Sell |
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|
2014
Q1 | $249K | Buy |
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|
2013
Q4 | $235K | Sell |
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|
2013
Q3 | $278K | Sell |
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|
2013
Q2 | $278K | Buy |
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