EWM
Edge Wealth Management’s Stitch Fix SFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,000
| Closed | -$118K | – | 447 |
|
|
2020
Q4 | $118K | Hold |
2,000
| – | – | 0.03% | 115 |
|
|
2020
Q3 | $54K | Hold |
2,000
| – | – | 0.01% | 197 |
|
|
2020
Q2 | $50K | Hold |
2,000
| – | – | 0.01% | 272 |
|
|
2020
Q1 | $26K | Buy |
+2,000
| New | +$26K | 0.01% | 291 |
|
|
2019
Q1 | – | Sell |
-1,000
| Closed | -$17K | – | 590 |
|
|
2018
Q4 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 345 |
|