CAPTRUST Financial Advisors’s Sundial Growers SNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-165
| Closed | -$1K | – | 3763 |
|
|
2022
Q2 | $1K | Hold |
165
| – | – | ﹤0.01% | 4747 |
|
|
2022
Q1 | $1K | Sell |
165
-27
| -14% | -$164 | ﹤0.01% | 4745 |
|
|
2021
Q4 | $1K | Buy |
192
+40
| +26% | +$208 | ﹤0.01% | 4626 |
|
|
2021
Q3 | $1K | Buy |
152
+2
| +1% | +$13 | ﹤0.01% | 4479 |
|
|
2021
Q2 | $1K | Buy |
150
+100
| +200% | +$667 | ﹤0.01% | 4382 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 4236 |
|