Global Retirement Partners’s Sonendo, Inc. SONX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-84,000
| Closed | -$26K | – | 3504 |
|
2023
Q3 | $26K | Hold |
84,000
| – | – | ﹤0.01% | 1544 |
|
2023
Q2 | $114K | Sell |
84,000
-43,830
| -34% | -$59.6K | 0.01% | 888 |
|
2023
Q1 | $155K | Sell |
127,830
-4,000
| -3% | -$4.84K | 0.01% | 765 |
|
2022
Q4 | $373K | Hold |
131,830
| – | – | 0.03% | 422 |
|
2022
Q3 | $235K | Buy |
+131,830
| New | +$235K | 0.02% | 525 |
|