Paragon Private Wealth Management’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-97,239
| Closed | -$138K | – | 178 |
|
2024
Q3 | $138K | Hold |
97,239
| – | – | 0.07% | 162 |
|
2024
Q2 | $131K | Hold |
97,239
| – | – | 0.07% | 153 |
|
2024
Q1 | $74.6K | Hold |
97,239
| – | – | 0.04% | 145 |
|
2023
Q4 | $105K | Hold |
97,239
| – | – | 0.07% | 135 |
|
2023
Q3 | $91.4K | Hold |
97,239
| – | – | 0.08% | 124 |
|
2023
Q2 | $170K | Hold |
97,239
| – | – | 0.14% | 128 |
|
2023
Q1 | $138K | Hold |
97,239
| – | – | 0.12% | 128 |
|
2022
Q4 | $156K | Hold |
97,239
| – | – | 0.14% | 126 |
|
2022
Q3 | $183K | Hold |
97,239
| – | – | 0.18% | 120 |
|
2022
Q2 | $154K | Hold |
97,239
| – | – | 0.16% | 109 |
|
2022
Q1 | $248K | Buy |
+97,239
| New | +$248K | 0.24% | 92 |
|