APP
Avantax Planning Partners’s Sundial Growers SNDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,041
| Closed | -$24K | – | 378 |
|
|
2022
Q3 | $24K | Sell |
11,041
-99,377
| -90% | -$216K | ﹤0.01% | 339 |
|
|
2022
Q2 | $36K | Hold |
110,418
| – | – | ﹤0.01% | 334 |
|
|
2022
Q1 | $77K | Hold |
110,418
| – | – | ﹤0.01% | 348 |
|
|
2021
Q4 | $64K | Buy |
110,418
+30,000
| +37% | +$17.4K | ﹤0.01% | 344 |
|
|
2021
Q3 | $55K | Buy |
80,418
+20,000
| +33% | +$13.7K | ﹤0.01% | 333 |
|
|
2021
Q2 | $57K | Hold |
60,418
| – | – | ﹤0.01% | 320 |
|
|
2021
Q1 | $68K | Buy |
+60,418
| New | +$68K | ﹤0.01% | 310 |
|