Householder Group Estate & Retirement Specialist’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,582
| Closed | -$56K | – | 1098 |
|
|
2024
Q3 | $56K | Sell |
1,582
-150
| -9% | -$5.31K | 0.02% | 463 |
|
|
2024
Q2 | $52K | Sell |
1,732
-980
| -36% | -$29.4K | 0.01% | 468 |
|
|
2024
Q1 | $68.5K | Buy |
2,712
+880
| +48% | +$22.2K | 0.02% | 423 |
|
|
2023
Q4 | $20K | Buy |
1,832
+1,450
| +380% | +$15.8K | 0.01% | 646 |
|
|
2023
Q3 | $4.49K | Buy |
+382
| New | +$4.49K | ﹤0.01% | 960 |
|
|
2023
Q1 | $3K | Buy |
+382
| New | +$3K | ﹤0.01% | 1049 |
|