HighTower Advisors’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,057
| Closed | -$123K | – | 3339 |
|
|
2023
Q1 | $123K | Buy |
16,057
+1,275
| +9% | +$9.77K | ﹤0.01% | 2872 |
|
|
2022
Q4 | $125K | Sell |
14,782
-346
| -2% | -$2.93K | ﹤0.01% | 2868 |
|
|
2022
Q3 | $140K | Buy |
+15,128
| New | +$140K | ﹤0.01% | 2674 |
|
|
2020
Q1 | – | Sell |
-10,709
| Closed | -$28K | – | 2275 |
|
|
2019
Q4 | $28K | Buy |
+10,709
| New | +$28K | ﹤0.01% | 2106 |
|