IFP Advisors’s Switch, Inc. Class A Common Stock SWCH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-908
| Closed | -$12K | – | 4648 |
|
|
2022
Q4 | $12K | Sell |
908
-228
| -20% | -$3.01K | ﹤0.01% | 3297 |
|
|
2022
Q3 | $30K | Sell |
1,136
-68
| -6% | -$1.8K | ﹤0.01% | 2784 |
|
|
2022
Q2 | $30K | Hold |
1,204
| – | – | ﹤0.01% | 2538 |
|
|
2022
Q1 | $30K | Buy |
1,204
+370
| +44% | +$9.22K | ﹤0.01% | 2538 |
|
|
2021
Q4 | $23K | Hold |
834
| – | – | ﹤0.01% | 1861 |
|
|
2021
Q3 | $21K | Hold |
834
| – | – | ﹤0.01% | 1916 |
|
|
2021
Q2 | $18K | Hold |
834
| – | – | ﹤0.01% | 1988 |
|
|
2021
Q1 | $13K | Hold |
834
| – | – | ﹤0.01% | 2032 |
|
|
2020
Q4 | $13K | Buy |
834
+750
| +893% | +$11.7K | ﹤0.01% | 1968 |
|
|
2020
Q3 | $1K | Hold |
84
| – | – | ﹤0.01% | 2723 |
|
|
2020
Q2 | $1K | Hold |
84
| – | – | ﹤0.01% | 2628 |
|
|
2020
Q1 | $1K | Hold |
84
| – | – | ﹤0.01% | 2619 |
|
|
2019
Q4 | $1K | Hold |
84
| – | – | ﹤0.01% | 2746 |
|
|
2019
Q3 | $1K | Buy |
+84
| New | +$1K | ﹤0.01% | 2957 |
|
|
2019
Q1 | – | Sell |
-136
| Closed | -$1K | – | 3610 |
|
|
2018
Q4 | $1K | Buy |
136
+36
| +36% | +$265 | ﹤0.01% | 3385 |
|
|
2018
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 3712 |
|
|
2018
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3754 |
|