Joseph P. Lucia & Associates’s Sundial Growers SNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-145
| Closed | – | – | 397 |
|
|
2022
Q2 | $0 | Hold |
145
| – | – | ﹤0.01% | 503 |
|
|
2022
Q1 | $1K | Buy |
+145
| New | +$1K | ﹤0.01% | 428 |
|
|
2021
Q4 | – | Sell |
-253
| Closed | -$2K | – | 484 |
|
|
2021
Q3 | $2K | Buy |
253
+70
| +38% | +$553 | ﹤0.01% | 525 |
|
|
2021
Q2 | $2K | Buy |
183
+38
| +26% | +$415 | ﹤0.01% | 526 |
|
|
2021
Q1 | $2K | Buy |
+145
| New | +$2K | ﹤0.01% | 507 |
|