Bell Investment Advisors’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-18
| Closed | -$645 | – | 1938 |
|
2023
Q4 | $645 | Buy |
+18
| New | +$645 | ﹤0.01% | 1724 |
|
2023
Q3 | – | Sell |
-20
| Closed | -$999 | – | 1986 |
|
2023
Q2 | $999 | Hold |
20
| – | – | ﹤0.01% | 1605 |
|
2023
Q1 | $527 | Buy |
+20
| New | +$527 | ﹤0.01% | 1800 |
|
2022
Q4 | – | Sell |
-21
| Closed | -$1K | – | 2023 |
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1562 |
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1585 |
|
2021
Q4 | $1K | Buy |
27
+20
| +286% | +$741 | ﹤0.01% | 1590 |
|
2021
Q3 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1816 |
|