Institute for Wealth Management’s SunOpta STKL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-30,028
| Closed | -$162K | – | 557 |
|
|
2024
Q2 | $162K | Hold |
30,028
| – | – | 0.02% | 490 |
|
|
2024
Q1 | $206K | Buy |
30,028
+16,103
| +116% | +$111K | 0.03% | 476 |
|
|
2023
Q4 | $76.2K | Hold |
13,925
| – | – | 0.01% | 478 |
|
|
2023
Q3 | $46.9K | Hold |
13,925
| – | – | 0.01% | 448 |
|
|
2023
Q2 | $93.2K | Buy |
+13,925
| New | +$93.2K | 0.02% | 448 |
|