RWA Wealth Partners’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-28,376
| Closed | -$340K | – | 359 |
|
|
2023
Q1 | $340K | Sell |
28,376
-8,346
| -23% | -$100K | 0.01% | 203 |
|
|
2022
Q4 | $278K | Hold |
36,722
| – | – | 0.01% | 225 |
|
|
2022
Q3 | $275K | Hold |
36,722
| – | – | 0.02% | 206 |
|
|
2022
Q2 | $275K | Hold |
36,722
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $429K | Hold |
36,722
| – | – | 0.03% | 175 |
|
|
2021
Q4 | $498K | Buy |
36,722
+9,429
| +35% | +$128K | 0.03% | 170 |
|
|
2021
Q3 | $440K | Buy |
27,293
+9,229
| +51% | +$149K | 0.03% | 172 |
|
|
2021
Q2 | $373K | Buy |
+18,064
| New | +$373K | 0.03% | 188 |
|