CWM
Cedar Wealth Management’s Sprouts Farmers Market SFM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-689
| Closed | -$22K | – | 369 |
|
|
2022
Q1 | $22K | Sell |
689
-26,217
| -97% | -$837K | 0.01% | 242 |
|
|
2021
Q4 | $799K | Sell |
26,906
-2,319
| -8% | -$68.9K | 0.32% | 62 |
|
|
2021
Q3 | $677K | Hold |
29,225
| – | – | 0.3% | 64 |
|
|
2021
Q2 | $726K | Sell |
29,225
-13,005
| -31% | -$323K | 0.33% | 60 |
|
|
2021
Q1 | $1.12M | Sell |
42,230
-6,765
| -14% | -$180K | 0.56% | 38 |
|
|
2020
Q4 | $985K | Buy |
48,995
+32,330
| +194% | +$650K | 0.53% | 37 |
|
|
2020
Q3 | $349K | Buy |
+16,665
| New | +$349K | 0.22% | 69 |
|