Arete Wealth Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-14,352
| Closed | -$20K | – | 806 |
|
2024
Q3 | $20K | Hold |
14,352
| – | – | ﹤0.01% | 697 |
|
2024
Q2 | $20K | Buy |
+14,352
| New | +$20K | ﹤0.01% | 715 |
|
2024
Q1 | – | Sell |
-14,352
| Closed | -$15.5K | – | 769 |
|
2023
Q4 | $15.5K | Hold |
14,352
| – | – | ﹤0.01% | 729 |
|
2023
Q3 | $13.5K | Hold |
14,352
| – | – | ﹤0.01% | 493 |
|
2023
Q2 | $25K | Hold |
14,352
| – | – | ﹤0.01% | 653 |
|
2023
Q1 | $20K | Buy |
14,352
+11,803
| +463% | +$16.4K | ﹤0.01% | 636 |
|
2022
Q4 | $201M | Sell |
2,549
-10,803
| -81% | -$851M | 0.02% | 561 |
|
2022
Q3 | $25K | Hold |
13,352
| – | – | ﹤0.01% | 568 |
|
2022
Q2 | $21K | Buy |
+13,352
| New | +$21K | ﹤0.01% | 450 |
|