CAPTRUST Financial Advisors’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-39,848
| Closed | -$396K | – | 2231 |
|
|
2022
Q3 | $396K | Hold |
39,848
| – | – | ﹤0.01% | 1369 |
|
|
2022
Q2 | $393K | Sell |
39,848
-10,942
| -22% | -$108K | ﹤0.01% | 1263 |
|
|
2022
Q1 | $498K | Hold |
50,790
| – | – | ﹤0.01% | 1154 |
|
|
2021
Q4 | $495K | Hold |
50,790
| – | – | ﹤0.01% | 1130 |
|
|
2021
Q3 | $498K | Buy |
+50,790
| New | +$498K | ﹤0.01% | 1037 |
|