Geneos Wealth Management’s Sundial Growers SNDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-275
Closed 2509
2022
Q2
$0 Buy
275
+50
+22% ﹤0.01% 2773
2022
Q1
$1K Sell
225
-60
-21% -$267 ﹤0.01% 2693
2021
Q4
$1K Sell
285
-2,140
-88% -$7.51K ﹤0.01% 2712
2021
Q3
$16K Buy
2,425
+2,000
+471% +$13.2K ﹤0.01% 2038
2021
Q2
$3K Hold
425
﹤0.01% 2599
2021
Q1
$3K Sell
425
-300
-41% -$2.12K ﹤0.01% 2821
2020
Q4
$8K Buy
+725
New +$8K ﹤0.01% 2324