NGA
Naples Global Advisors’s Superior Group of Companies SGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,275
| Closed | -$214K | – | 396 |
|
|
2022
Q4 | $214K | Buy |
21,275
+3,825
| +22% | +$38.5K | 0.03% | 374 |
|
|
2022
Q3 | $155K | Buy |
17,450
+1,225
| +8% | +$10.9K | 0.02% | 362 |
|
|
2022
Q2 | $288K | Sell |
16,225
-700
| -4% | -$12.4K | 0.04% | 327 |
|
|
2022
Q1 | $302K | Buy |
16,925
+1,500
| +10% | +$26.8K | 0.03% | 335 |
|
|
2021
Q4 | $338K | Buy |
15,425
+1,800
| +13% | +$39.4K | 0.04% | 327 |
|
|
2021
Q3 | $317K | Buy |
13,625
+50
| +0.4% | +$1.16K | 0.04% | 325 |
|
|
2021
Q2 | $325K | Buy |
+13,575
| New | +$325K | 0.05% | 315 |
|