Heritage Wealth Management (Arizona)’s Sundial Growers SNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-28,000
| Closed | -$61K | – | 1101 |
|
|
2022
Q3 | $61K | Buy |
+28,000
| New | +$61K | 0.02% | 380 |
|
|
2022
Q2 | – | Sell |
-18,000
| Closed | -$126K | – | 1052 |
|
|
2022
Q1 | $126K | Buy |
+18,000
| New | +$126K | 0.03% | 338 |
|
|
2021
Q3 | $122K | Hold |
18,000
| – | – | 0.04% | 305 |
|
|
2021
Q2 | $171K | Hold |
18,000
| – | – | 0.06% | 251 |
|
|
2021
Q1 | $203K | Buy |
+18,000
| New | +$203K | 0.11% | 162 |
|