Envestnet Asset Management’s Sonida Senior Living SNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-3,744
| Closed | -$599K | – | 2404 |
|
|
2018
Q2 | $599K | Buy |
3,744
+3,735
| +41,500% | +$598K | ﹤0.01% | 1244 |
|
|
2018
Q1 | $1K | Sell |
9
-6
| -40% | -$667 | ﹤0.01% | 2801 |
|
|
2017
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 2800 |
|
|
2017
Q3 | $3K | Buy |
15
+1
| +7% | +$200 | ﹤0.01% | 2776 |
|
|
2017
Q2 | $3K | Sell |
14
-77
| -85% | -$16.5K | ﹤0.01% | 2914 |
|
|
2017
Q1 | $19K | Buy |
+91
| New | +$19K | ﹤0.01% | 2673 |
|
|
2014
Q4 | – | Sell |
-12
| Closed | -$4K | – | 2709 |
|
|
2014
Q3 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 2369 |
|