HWA
HHM Wealth Advisors’s Stitch Fix SFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,282
| Closed | -$24K | – | 743 |
|
|
2021
Q4 | $24K | Sell |
1,282
-170
| -12% | -$3.18K | 0.01% | 405 |
|
|
2021
Q3 | $58K | Hold |
1,452
| – | – | 0.02% | 277 |
|
|
2021
Q2 | $88K | Buy |
1,452
+170
| +13% | +$10.3K | 0.02% | 221 |
|
|
2021
Q1 | $64K | Hold |
1,282
| – | – | 0.02% | 245 |
|
|
2020
Q4 | $75K | Hold |
1,282
| – | – | 0.03% | 208 |
|
|
2020
Q3 | $35K | Sell |
1,282
-1,750
| -58% | -$47.8K | 0.01% | 264 |
|
|
2020
Q2 | $76K | Hold |
3,032
| – | – | 0.03% | 181 |
|
|
2020
Q1 | $39K | Buy |
+3,032
| New | +$39K | 0.02% | 234 |
|