YorkBridge Wealth Partners’s Jefferies Financial Group JEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,016
| Closed | -$52K | – | 425 |
|
|
2019
Q2 | $52K | Hold |
3,016
| – | – | 0.02% | 363 |
|
|
2019
Q1 | $51K | Hold |
3,016
| – | – | 0.02% | 357 |
|
|
2018
Q4 | $47K | Hold |
3,016
| – | – | 0.02% | 335 |
|
|
2018
Q3 | $59K | Hold |
3,016
| – | – | 0.03% | 344 |
|
|
2018
Q2 | $61K | Hold |
3,016
| – | – | 0.03% | 346 |
|
|
2018
Q1 | $66K | Hold |
3,016
| – | – | 0.03% | 340 |
|
|
2017
Q4 | $67K | Hold |
3,016
| – | – | 0.03% | 339 |
|
|
2017
Q3 | $68K | Hold |
3,016
| – | – | 0.04% | 339 |
|
|
2017
Q2 | $72K | Hold |
3,016
| – | – | 0.04% | 326 |
|
|
2017
Q1 | $69K | Hold |
3,016
| – | – | 0.04% | 330 |
|
|
2016
Q4 | $58K | Buy |
+3,016
| New | +$58K | 0.03% | 338 |
|