SFA
Source Financial Advisors’s Stitch Fix SFIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-131,961
| Closed | -$521K | – | 118 |
|
|
2022
Q3 | $521K | Hold |
131,961
| – | – | 0.21% | 73 |
|
|
2022
Q2 | $652K | Hold |
131,961
| – | – | 0.26% | 68 |
|
|
2022
Q1 | $1.33M | Buy |
131,961
+1,000
| +0.8% | +$10.1K | 0.39% | 43 |
|
|
2021
Q4 | $2.48M | Buy |
130,961
+44,025
| +51% | +$833K | 0.67% | 34 |
|
|
2021
Q3 | $3.47M | Hold |
86,936
| – | – | 0.9% | 22 |
|
|
2021
Q2 | $5.24M | Hold |
86,936
| – | – | 1.35% | 19 |
|
|
2021
Q1 | $4.31M | Hold |
86,936
| – | – | 1.15% | 20 |
|
|
2020
Q4 | $5.11M | Buy |
+86,936
| New | +$5.11M | 1.38% | 17 |
|