YorkBridge Wealth Partners’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-354
| Closed | -$10K | – | 771 |
|
|
2018
Q4 | $10K | Sell |
354
-389
| -52% | -$11K | 0.01% | 575 |
|
|
2018
Q3 | $25K | Buy |
743
+9
| +1% | +$303 | 0.01% | 474 |
|
|
2018
Q2 | $26K | Buy |
734
+57
| +8% | +$2.02K | 0.01% | 466 |
|
|
2018
Q1 | $26K | Buy |
677
+86
| +15% | +$3.3K | 0.01% | 462 |
|
|
2017
Q4 | $24K | Sell |
591
-24
| -4% | -$975 | 0.01% | 469 |
|
|
2017
Q3 | $22K | Buy |
615
+7
| +1% | +$250 | 0.01% | 498 |
|
|
2017
Q2 | $19K | Hold |
608
| – | – | 0.01% | 528 |
|
|
2017
Q1 | $20K | Buy |
+608
| New | +$20K | 0.01% | 511 |
|