Bell Investment Advisors’s Soho House & Co SHCO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-105
| Closed | -$558 | – | 1935 |
|
2024
Q2 | $558 | Hold |
105
| – | – | ﹤0.01% | 1775 |
|
2024
Q1 | $596 | Hold |
105
| – | – | ﹤0.01% | 1758 |
|
2023
Q4 | $748 | Hold |
105
| – | – | ﹤0.01% | 1673 |
|
2023
Q3 | $728 | Hold |
105
| – | – | ﹤0.01% | 1660 |
|
2023
Q2 | $570 | Hold |
105
| – | – | ﹤0.01% | 1776 |
|
2023
Q1 | $687 | Buy |
+105
| New | +$687 | ﹤0.01% | 1677 |
|