Avitas Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-26,558
Closed -$572K 177
2019
Q1
$572K Sell
26,558
-1,683
-6% -$36.2K 0.17% 131
2018
Q4
$664K Sell
28,241
-9,608
-25% -$226K 0.22% 116
2018
Q3
$1.04M Buy
37,849
+3,183
+9% +$87.2K 0.29% 108
2018
Q2
$765K Buy
+34,666
New +$765K 0.24% 124