Patriot Financial Group Insurance Agency’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-149
| Closed | -$4K | – | 1827 |
|
|
2020
Q2 | $4K | Hold |
149
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q1 | $3K | Buy |
+149
| New | +$3K | ﹤0.01% | 1244 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$1K | – | 1455 |
|
|
2019
Q2 | $1K | Sell |
50
-100
| -67% | -$2K | ﹤0.01% | 1325 |
|
|
2019
Q1 | $3K | Hold |
150
| – | – | ﹤0.01% | 964 |
|
|
2018
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 772 |
|
|
2018
Q3 | $4K | Buy |
150
+100
| +200% | +$2.67K | ﹤0.01% | 791 |
|
|
2018
Q2 | $1K | Sell |
50
-175
| -78% | -$3.5K | ﹤0.01% | 560 |
|
|
2018
Q1 | $5K | Hold |
225
| – | – | ﹤0.01% | 742 |
|
|
2017
Q4 | $5K | Sell |
225
-200
| -47% | -$4.44K | ﹤0.01% | 732 |
|
|
2017
Q3 | $8K | Hold |
425
| – | – | 0.01% | 610 |
|
|
2017
Q2 | $10K | Hold |
425
| – | – | 0.01% | 534 |
|
|
2017
Q1 | $10K | Hold |
425
| – | – | 0.01% | 486 |
|
|
2016
Q4 | $8K | Buy |
+425
| New | +$8K | 0.01% | 504 |
|