HighTower Advisors’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,794
| Closed | -$398K | – | 3485 |
|
|
2024
Q1 | $398K | Buy |
15,794
+4,767
| +43% | +$120K | ﹤0.01% | 2441 |
|
|
2023
Q4 | $124K | Sell |
11,027
-274
| -2% | -$3.08K | ﹤0.01% | 3116 |
|
|
2023
Q3 | $133K | Buy |
11,301
+48
| +0.4% | +$565 | ﹤0.01% | 3012 |
|
|
2023
Q2 | $145K | Sell |
11,253
-151
| -1% | -$1.95K | ﹤0.01% | 2959 |
|
|
2023
Q1 | $89K | Buy |
11,404
+111
| +1% | +$866 | ﹤0.01% | 2931 |
|
|
2022
Q4 | $97K | Buy |
11,293
+1,016
| +10% | +$8.73K | ﹤0.01% | 2907 |
|
|
2022
Q3 | $189K | Sell |
10,277
-1,028
| -9% | -$18.9K | ﹤0.01% | 2610 |
|
|
2022
Q2 | $131K | Buy |
+11,305
| New | +$131K | ﹤0.01% | 2703 |
|