Falcon Wealth Planning’s Sundial Growers SNDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-20,000
Closed -$136K 81
2021
Q3
$136K Buy
20,000
+3,160
+19% +$21.5K 0.05% 72
2021
Q2
$160K Buy
+16,840
New +$160K 0.07% 60