Integrity Financial’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-13,787
| Closed | -$416K | – | 228 |
|
2024
Q2 | $416K | Hold |
13,787
| – | – | 0.26% | 73 |
|
2024
Q1 | $348K | Hold |
13,787
| – | – | 0.24% | 79 |
|
2023
Q4 | $156K | Hold |
13,787
| – | – | 0.11% | 110 |
|
2023
Q3 | $162K | Hold |
13,787
| – | – | 0.12% | 106 |
|
2023
Q2 | $177K | Hold |
13,787
| – | – | 0.13% | 98 |
|
2023
Q1 | $108K | Hold |
13,787
| – | – | 0.09% | 118 |
|
2022
Q4 | $118K | Hold |
13,787
| – | – | 0.11% | 105 |
|
2022
Q3 | $255K | Buy |
+13,787
| New | +$255K | 0.27% | 71 |
|