CWM
STKL
Cedar Wealth Management’s SunOpta STKL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Hold |
38,604
| – | – | 0.08% | 76 |
|
|
2025
Q1 | $188K | Hold |
38,604
| – | – | 0.07% | 82 |
|
|
2024
Q4 | $297K | Sell |
38,604
-73
| -0.2% | -$562 | 0.11% | 60 |
|
|
2024
Q3 | $247K | Sell |
38,677
-6,521
| -14% | -$41.6K | 0.08% | 94 |
|
|
2024
Q2 | $244K | Hold |
45,198
| – | – | 0.08% | 95 |
|
|
2024
Q1 | $311K | Sell |
45,198
-342
| -0.8% | -$2.35K | 0.1% | 89 |
|
|
2023
Q4 | $249K | Hold |
45,540
| – | – | 0.09% | 96 |
|
|
2023
Q3 | $153K | Buy |
+45,540
| New | +$153K | 0.06% | 114 |
|