AE Wealth Management’s Somnigroup International Inc. SGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-14,225
| Closed | -$660K | – | 1784 |
|
|
2021
Q3 | $660K | Sell |
14,225
-2,537
| -15% | -$118K | 0.01% | 1036 |
|
|
2021
Q2 | $657K | Buy |
+16,762
| New | +$657K | 0.01% | 1019 |
|
|
2021
Q1 | – | Sell |
-25,697
| Closed | -$694K | – | 1562 |
|
|
2020
Q4 | $694K | Sell |
25,697
-2,787
| -10% | -$75.3K | 0.01% | 846 |
|
|
2020
Q3 | $635K | Sell |
28,484
-3,588
| -11% | -$80K | 0.01% | 777 |
|
|
2020
Q2 | $577K | Buy |
+32,072
| New | +$577K | 0.01% | 820 |
|