CWM
SUMO

Circle Wealth Management’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History

Circle Wealth Management’s Portfolio SUMO Stock Details SUMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,245
Closed -$84K – 170
2022
Q3 		$84K Hold
11,245
– – 0.01% 160
2022
Q2 		$84K Hold
11,245
– – 0.01% 163
2022
Q1 		$131K Buy
+11,245
New +$131K 0.02% 183