Creative Planning’s Sundial Growers SNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,604
| Closed | -$15K | – | 2321 |
|
|
2022
Q2 | $15K | Buy |
4,604
+2,686
| +140% | +$8.75K | ﹤0.01% | 2128 |
|
|
2022
Q1 | $13K | Buy |
1,918
+411
| +27% | +$2.79K | ﹤0.01% | 2152 |
|
|
2021
Q4 | $9K | Sell |
1,507
-1,116
| -43% | -$6.67K | ﹤0.01% | 2060 |
|
|
2021
Q3 | $18K | Buy |
2,623
+60
| +2% | +$412 | ﹤0.01% | 2030 |
|
|
2021
Q2 | $24K | Sell |
2,563
-7,603
| -75% | -$71.2K | ﹤0.01% | 1950 |
|
|
2021
Q1 | $115K | Buy |
+10,166
| New | +$115K | ﹤0.01% | 2171 |
|