Clearstead Advisors’s Seritage Growth Properties SRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-60
| Closed | -$466 | – | 1631 |
|
|
2023
Q3 | $466 | Buy |
60
+30
| +100% | +$233 | ﹤0.01% | 1482 |
|
|
2023
Q2 | $268 | Hold |
30
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q1 | $237 | Hold |
30
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q4 | $355 | Hold |
30
| – | – | ﹤0.01% | 1253 |
|
|
2022
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1350 |
|
|
2022
Q2 | $0 | Hold |
30
| – | – | ﹤0.01% | 1437 |
|
|
2022
Q1 | $0 | Hold |
30
| – | – | ﹤0.01% | 1451 |
|
|
2021
Q4 | $0 | Hold |
30
| – | – | ﹤0.01% | 1421 |
|
|
2021
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 1380 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 1067 |
|
|
2020
Q4 | $0 | Buy |
+30
| New | – | ﹤0.01% | 1020 |
|