Bourgeon Capital Management’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,500
| Closed | -$28.3K | – | 326 |
|
|
2023
Q4 | $28.3K | Hold |
2,500
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $29.4K | Buy |
+2,500
| New | +$29.4K | 0.01% | 170 |
|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$7.84K | – | 351 |
|
|
2023
Q1 | $7.84K | Hold |
1,000
| – | – | ﹤0.01% | 244 |
|
|
2022
Q4 | $8.57K | Hold |
1,000
| – | – | ﹤0.01% | 245 |
|
|
2022
Q3 | $18K | Sell |
1,000
-1,000
| -50% | -$18K | 0.01% | 185 |
|
|
2022
Q2 | $23K | Buy |
2,000
+1,000
| +100% | +$11.5K | 0.01% | 175 |
|
|
2022
Q1 | $32K | Sell |
1,000
-1,000
| -50% | -$32K | 0.01% | 165 |
|
|
2021
Q4 | $64K | Buy |
+2,000
| New | +$64K | 0.01% | 144 |
|