Charles Schwab’s Signify Health, Inc. SGFY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-396,556
| Closed | -$11.4M | – | 3607 |
|
2022
Q4 | $11.4M | Buy |
396,556
+11,430
| +3% | +$328K | ﹤0.01% | 1790 |
|
2022
Q3 | $11.2M | Buy |
385,126
+255,748
| +198% | +$7.46M | ﹤0.01% | 1772 |
|
2022
Q2 | $1.79M | Sell |
129,378
-187
| -0.1% | -$2.58K | ﹤0.01% | 2602 |
|
2022
Q1 | $2.35M | Buy |
129,565
+7,034
| +6% | +$128K | ﹤0.01% | 2591 |
|
2021
Q4 | $1.74M | Buy |
122,531
+2,726
| +2% | +$38.8K | ﹤0.01% | 2740 |
|
2021
Q3 | $2.14M | Sell |
119,805
-45,031
| -27% | -$805K | ﹤0.01% | 2689 |
|
2021
Q2 | $5.02M | Buy |
164,836
+2,697
| +2% | +$82.1K | ﹤0.01% | 2355 |
|
2021
Q1 | $4.75M | Buy |
+162,139
| New | +$4.75M | ﹤0.01% | 2328 |
|