SFRWW
CAPTRUST Financial Advisors’s Appreciate Holdings, Inc. Warrant SFRWW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,447
| Closed | -$129 | – | 2802 |
|
|
2023
Q3 | $129 | Sell |
14,447
-3,569
| -20% | -$32 | ﹤0.01% | 2572 |
|
|
2023
Q2 | $540 | Hold |
18,016
| – | – | ﹤0.01% | 2515 |
|
|
2023
Q1 | $380 | Buy |
+18,016
| New | +$380 | ﹤0.01% | 2309 |
|
|
2022
Q4 | – | Sell |
-16,673
| Closed | -$3K | – | 2230 |
|
|
2022
Q3 | $3K | Hold |
16,673
| – | – | ﹤0.01% | 2048 |
|
|
2022
Q2 | $2K | Sell |
16,673
-257
| -2% | -$31 | ﹤0.01% | 4550 |
|
|
2022
Q1 | $4K | Hold |
16,930
| – | – | ﹤0.01% | 4305 |
|
|
2021
Q4 | $10K | Hold |
16,930
| – | – | ﹤0.01% | 3734 |
|
|
2021
Q3 | $14K | Buy |
+16,930
| New | +$14K | ﹤0.01% | 3417 |
|