Kingsview Wealth Management’s Schrodinger SDGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,409
| Closed | -$270K | – | 998 |
|
|
2023
Q2 | $270K | Buy |
+5,409
| New | +$270K | 0.01% | 776 |
|
|
2022
Q2 | – | Sell |
-5,895
| Closed | -$201K | – | 904 |
|
|
2022
Q1 | $201K | Buy |
+5,895
| New | +$201K | 0.01% | 818 |
|
|
2021
Q4 | – | Sell |
-5,056
| Closed | -$276K | – | 945 |
|
|
2021
Q3 | $276K | Buy |
5,056
+32
| +0.6% | +$1.75K | 0.01% | 708 |
|
|
2021
Q2 | $385K | Buy |
5,024
+7
| +0.1% | +$536 | 0.02% | 632 |
|
|
2021
Q1 | $394K | Buy |
5,017
+43
| +0.9% | +$3.38K | 0.02% | 570 |
|
|
2020
Q4 | $394K | Buy |
+4,974
| New | +$394K | 0.03% | 498 |
|
|
2020
Q3 | – | Sell |
-2,903
| Closed | -$266K | – | 647 |
|
|
2020
Q2 | $266K | Buy |
+2,903
| New | +$266K | 0.03% | 465 |
|