MBM Wealth Consultants’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-160
| Closed | -$1K | – | 242 |
|
|
2023
Q1 | $1K | Hold |
160
| – | – | ﹤0.01% | 269 |
|
|
2022
Q4 | $1K | Hold |
160
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 244 |
|
|
2022
Q2 | $2K | Hold |
160
| – | – | ﹤0.01% | 253 |
|
|
2022
Q1 | $5K | Hold |
160
| – | – | ﹤0.01% | 262 |
|
|
2021
Q4 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 253 |
|