EverSource Wealth Advisors’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,174
| Closed | -$9K | – | 2469 |
|
|
2022
Q3 | $9K | Buy |
+1,174
| New | +$9K | ﹤0.01% | 1179 |
|
|
2022
Q2 | – | Sell |
-201
| Closed | -$2K | – | 1939 |
|
|
2022
Q1 | $2K | Hold |
201
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q4 | $3K | Buy |
+201
| New | +$3K | ﹤0.01% | 1481 |
|