RFA
Reilly Financial Advisors’s Sprouts Farmers Market SFM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-1,000
| Closed | -$25K | – | 1032 |
|
2021
Q2 | $25K | Buy |
1,000
+900
| +900% | +$22.5K | ﹤0.01% | 501 |
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 879 |
|
2020
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 813 |
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 766 |
|
2020
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 776 |
|
2020
Q1 | – | Sell |
-1,235
| Closed | -$24K | – | 942 |
|
2019
Q4 | $24K | Sell |
1,235
-21,050
| -94% | -$409K | ﹤0.01% | 464 |
|
2019
Q3 | $431K | Sell |
22,285
-38,110
| -63% | -$737K | 0.05% | 143 |
|
2019
Q2 | $1.14M | Buy |
+60,395
| New | +$1.14M | 0.14% | 107 |
|
2015
Q1 | – | Sell |
-300
| Closed | -$10K | – | 1369 |
|
2014
Q4 | $10K | Hold |
300
| – | – | ﹤0.01% | 512 |
|
2014
Q3 | $9K | Buy |
+300
| New | +$9K | ﹤0.01% | 545 |
|