CBA
SUMO
Coastal Bridge Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,108
| Closed | -$277K | – | 185 |
|
|
2023
Q1 | $277K | Hold |
23,108
| – | – | 0.07% | 119 |
|
|
2022
Q4 | $187K | Hold |
23,108
| – | – | 0.05% | 141 |
|
|
2022
Q3 | $173K | Hold |
23,108
| – | – | 0.05% | 149 |
|
|
2022
Q2 | $173K | Hold |
23,108
| – | – | 0.05% | 140 |
|
|
2022
Q1 | $270K | Sell |
23,108
-1,000
| -4% | -$11.7K | 0.06% | 124 |
|
|
2021
Q4 | $327K | Buy |
24,108
+8,374
| +53% | +$114K | 0.07% | 135 |
|
|
2021
Q3 | $254K | Buy |
+15,734
| New | +$254K | 0.06% | 117 |
|