AM Investment Strategies’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-49,766
| Closed | -$1.5M | – | 118 |
|
|
2024
Q2 | $1.5M | Hold |
49,766
| – | – | 0.37% | 37 |
|
|
2024
Q1 | $1.26M | Hold |
49,766
| – | – | 0.32% | 45 |
|
|
2023
Q4 | $562K | Hold |
49,766
| – | – | 0.16% | 64 |
|
|
2023
Q3 | $585K | Hold |
49,766
| – | – | 0.19% | 57 |
|
|
2023
Q2 | $638K | Hold |
49,766
| – | – | 0.2% | 53 |
|
|
2023
Q1 | $390K | Hold |
49,766
| – | – | 0.13% | 60 |
|
|
2022
Q4 | $426K | Buy |
+49,766
| New | +$426K | 0.15% | 61 |
|