Sheets Smith Wealth Management’s Local Bounti LOCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,154
| Closed | -$12K | – | 337 |
|
|
2023
Q1 | $12K | Sell |
1,154
-346
| -23% | -$3.59K | ﹤0.01% | 317 |
|
|
2022
Q4 | $27.1K | Buy |
1,500
+154
| +11% | +$2.78K | ﹤0.01% | 307 |
|
|
2022
Q3 | $50K | Buy |
1,346
+77
| +6% | +$2.86K | 0.01% | 299 |
|
|
2022
Q2 | $52K | Buy |
1,269
+231
| +22% | +$9.47K | 0.01% | 301 |
|
|
2022
Q1 | $115K | Buy |
1,038
+115
| +12% | +$12.7K | 0.02% | 348 |
|
|
2021
Q4 | $77K | Buy |
+923
| New | +$77K | 0.01% | 371 |
|