Spire Wealth Management’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-186
| Closed | -$3.67K | – | 2536 |
|
|
2025
Q1 | $3.67K | Sell |
186
-300
| -62% | -$5.92K | ﹤0.01% | 2144 |
|
|
2024
Q4 | $9.38K | Hold |
486
| – | – | ﹤0.01% | 1849 |
|
|
2024
Q3 | $9.02K | Hold |
486
| – | – | ﹤0.01% | 1661 |
|
|
2024
Q2 | $9.4K | Buy |
486
+86
| +22% | +$1.66K | ﹤0.01% | 1654 |
|
|
2024
Q1 | $10.8K | Hold |
400
| – | – | ﹤0.01% | 1689 |
|
|
2023
Q4 | $10.6K | Sell |
400
-600
| -60% | -$15.8K | ﹤0.01% | 1744 |
|
|
2023
Q3 | $28.3K | Buy |
1,000
+400
| +67% | +$11.3K | ﹤0.01% | 1374 |
|
|
2023
Q2 | $30K | Hold |
600
| – | – | ﹤0.01% | 1412 |
|
|
2023
Q1 | $15.8K | Sell |
600
-5
| -0.8% | -$132 | ﹤0.01% | 1702 |
|
|
2022
Q4 | $11K | Hold |
605
| – | – | ﹤0.01% | 1586 |
|
|
2022
Q3 | $15K | Hold |
605
| – | – | ﹤0.01% | 1447 |
|
|
2022
Q2 | $16K | Buy |
605
+5
| +0.8% | +$132 | ﹤0.01% | 1759 |
|
|
2022
Q1 | $20K | Sell |
600
-1,808
| -75% | -$60.3K | ﹤0.01% | 1818 |
|
|
2021
Q4 | $84K | Buy |
2,408
+1,633
| +211% | +$57K | ﹤0.01% | 1486 |
|
|
2021
Q3 | $42K | Buy |
775
+17
| +2% | +$921 | ﹤0.01% | 1553 |
|
|
2021
Q2 | $57K | Sell |
758
-3,196
| -81% | -$240K | ﹤0.01% | 1429 |
|
|
2021
Q1 | $286K | Buy |
+3,954
| New | +$286K | 0.01% | 892 |
|