Carson Wealth (CWM LLC)’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-229
| Closed | -$3K | – | 4577 |
|
|
2023
Q1 | $3K | Hold |
229
| – | – | ﹤0.01% | 3593 |
|
|
2022
Q4 | $2K | Hold |
229
| – | – | ﹤0.01% | 3658 |
|
|
2022
Q3 | $2K | Buy |
229
+72
| +46% | +$629 | ﹤0.01% | 3571 |
|
|
2022
Q2 | $1K | Buy |
157
+85
| +118% | +$541 | ﹤0.01% | 3699 |
|
|
2022
Q1 | $1K | Hold |
72
| – | – | ﹤0.01% | 3447 |
|
|
2021
Q4 | $1K | Buy |
+72
| New | +$1K | ﹤0.01% | 3416 |
|
|
2021
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2021
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2020
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2020
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2020
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2020
Q1 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2019
Q4 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2019
Q3 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2019
Q2 | $2K | Hold |
88
| – | – | ﹤0.01% | 2699 |
|
|
2019
Q1 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 2699 |
|