AE Wealth Management’s Sachem Capital Corp SACH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-80,266
| Closed | -$301K | – | 1815 |
|
|
2023
Q4 | $301K | Sell |
80,266
-974
| -1% | -$3.65K | ﹤0.01% | 1694 |
|
|
2023
Q3 | $287K | Buy |
81,240
+7,065
| +10% | +$24.9K | ﹤0.01% | 1629 |
|
|
2023
Q2 | $259K | Sell |
74,175
-92
| -0.1% | -$321 | ﹤0.01% | 1656 |
|
|
2023
Q1 | $276K | Buy |
74,267
+3,382
| +5% | +$12.6K | ﹤0.01% | 1593 |
|
|
2022
Q4 | $234K | Sell |
70,885
-44,320
| -38% | -$146K | ﹤0.01% | 1609 |
|
|
2022
Q3 | $384K | Buy |
115,205
+5,728
| +5% | +$19.1K | ﹤0.01% | 1372 |
|
|
2022
Q2 | $447K | Buy |
109,477
+52,424
| +92% | +$214K | ﹤0.01% | 1257 |
|
|
2022
Q1 | $292K | Buy |
+57,053
| New | +$292K | ﹤0.01% | 1424 |
|