Sage Mountain Advisors’s Powered Brands Units POWRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-17,570
| Closed | -$173K | – | 597 |
|
|
2022
Q2 | $173K | Sell |
17,570
-4,980
| -22% | -$49K | 0.03% | 454 |
|
|
2022
Q1 | $223K | Sell |
22,550
-800
| -3% | -$7.91K | 0.03% | 442 |
|
|
2021
Q4 | $232K | Hold |
23,350
| – | – | 0.03% | 492 |
|
|
2021
Q3 | $232K | Hold |
23,350
| – | – | 0.03% | 407 |
|
|
2021
Q2 | $234K | Buy |
+23,350
| New | +$234K | 0.04% | 361 |
|