9258 Wealth Management’s Schrodinger SDGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,450	Closed	-$298K	–	379
2021 Q3	$298K	Hold	5,450	–	–	0.08%	262
2021 Q2	$412K	Hold	5,450	–	–	0.11%	201
2021 Q1	$416K	Buy	5,450 +350	+7%	+$26.7K	0.12%	179
2020 Q4	$404K	Buy	+5,100	New	+$404K	0.13%	178