Creative Planning’s Switch, Inc. Class A Common Stock SWCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,217
| Closed | -$243K | – | 2510 |
|
|
2022
Q3 | $243K | Sell |
7,217
-565
| -7% | -$19K | ﹤0.01% | 1766 |
|
|
2022
Q2 | $261K | Sell |
7,782
-783
| -9% | -$26.3K | ﹤0.01% | 1702 |
|
|
2022
Q1 | $264K | Buy |
+8,565
| New | +$264K | ﹤0.01% | 1715 |
|
|
2021
Q1 | – | Sell |
-21,370
| Closed | -$350K | – | 2430 |
|
|
2020
Q4 | $350K | Buy |
+21,370
| New | +$350K | ﹤0.01% | 1502 |
|