Clearstead Advisors’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30
| Closed | -$593 | – | 2862 |
|
|
2025
Q1 | $593 | Hold |
30
| – | – | ﹤0.01% | 2045 |
|
|
2024
Q4 | $579 | Hold |
30
| – | – | ﹤0.01% | 1968 |
|
|
2024
Q3 | $557 | Hold |
30
| – | – | ﹤0.01% | 1946 |
|
|
2024
Q2 | $581 | Hold |
30
| – | – | ﹤0.01% | 1925 |
|
|
2024
Q1 | $696 | Hold |
30
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q4 | $1.07K | Sell |
30
-30
| -50% | -$1.07K | ﹤0.01% | 1388 |
|
|
2023
Q3 | $1.7K | Buy |
60
+30
| +100% | +$849 | ﹤0.01% | 1422 |
|
|
2023
Q2 | $1.5K | Hold |
30
| – | – | ﹤0.01% | 1201 |
|
|
2023
Q1 | $790 | Hold |
30
| – | – | ﹤0.01% | 1263 |
|
|
2022
Q4 | $561 | Hold |
30
| – | – | ﹤0.01% | 1219 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 1187 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1216 |
|
|
2022
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1318 |
|
|
2021
Q3 | – | Sell |
-18
| Closed | -$1K | – | 1368 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1062 |
|
|
2020
Q4 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 950 |
|