SWA
Sax Wealth Advisors’s Samsara IOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,508
| Closed | -$240K | – | 192 |
|
|
2023
Q3 | $240K | Hold |
9,508
| – | – | 0.05% | 157 |
|
|
2023
Q2 | $263K | Sell |
9,508
-6,008
| -39% | -$166K | 0.05% | 145 |
|
|
2023
Q1 | $306K | Sell |
15,516
-33,686
| -68% | -$664K | 0.07% | 137 |
|
|
2022
Q4 | $612K | Hold |
49,202
| – | – | 0.14% | 86 |
|
|
2022
Q3 | $594K | Buy |
49,202
+9,367
| +24% | +$113K | 0.15% | 86 |
|
|
2022
Q2 | $445K | Buy |
39,835
+28,327
| +246% | +$316K | 0.11% | 113 |
|
|
2022
Q1 | $184K | Buy |
+11,508
| New | +$184K | 0.04% | 170 |
|