SIM
Sandia Investment Management’s Savers SVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51K | Buy |
+5,000
| New | +$51K | 0.13% | 81 |
|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$96.4K | – | 119 |
|
|
2024
Q1 | $96.4K | Sell |
5,000
-3,971
| -44% | -$76.6K | 0.09% | 91 |
|
|
2023
Q4 | $156K | Sell |
8,971
-6,029
| -40% | -$105K | 0.11% | 86 |
|
|
2023
Q3 | $280K | Hold |
15,000
| – | – | 0.08% | 102 |
|
|
2023
Q2 | $356K | Buy |
+15,000
| New | +$356K | 0.08% | 78 |
|