Xact Kapitalforvaltning’s Stifel SF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $482K | Hold |
17,532
| – | – | 0.01% | 770 |
|
2019
Q4 | $709K | Hold |
17,532
| – | – | 0.01% | 783 |
|
2019
Q3 | $671K | Hold |
17,532
| – | – | 0.01% | 753 |
|
2019
Q2 | $690K | Hold |
17,532
| – | – | 0.01% | 742 |
|
2019
Q1 | $617K | Hold |
17,532
| – | – | 0.01% | 796 |
|
2018
Q4 | $484K | Buy |
17,532
+750
| +4% | +$20.7K | 0.01% | 906 |
|
2018
Q3 | $573K | Buy |
16,782
+1,200
| +8% | +$41K | 0.01% | 871 |
|
2018
Q2 | $543K | Hold |
15,582
| – | – | 0.01% | 871 |
|
2018
Q1 | $615K | Buy |
15,582
+4,950
| +47% | +$195K | 0.01% | 727 |
|
2017
Q4 | $422K | Buy |
+10,632
| New | +$422K | 0.01% | 739 |
|