Fort Point Capital Partners’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-16,461
| Closed | -$186K | – | 328 |
|
2023
Q4 | $186K | Hold |
16,461
| – | – | 0.03% | 279 |
|
2023
Q3 | $193K | Sell |
16,461
-3,539
| -18% | -$41.6K | 0.03% | 256 |
|
2023
Q2 | $256K | Hold |
20,000
| – | – | 0.04% | 228 |
|
2023
Q1 | $157K | Hold |
20,000
| – | – | 0.02% | 254 |
|
2022
Q4 | $171K | Hold |
20,000
| – | – | 0.03% | 247 |
|
2022
Q3 | $370K | Sell |
20,000
-8,333
| -29% | -$154K | 0.06% | 170 |
|
2022
Q2 | $330K | Buy |
+28,333
| New | +$330K | 0.05% | 202 |
|