SWM
SNDK
Strategic Wealth Management’s SANDISK CORP SNDK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-13,096
| Closed | -$762K | – | 43 |
|
|
2015
Q2 | $762K | Buy |
13,096
+2,781
| +27% | +$162K | 0.88% | 24 |
|
|
2015
Q1 | $656K | Hold |
10,315
| – | – | 0.65% | 31 |
|
|
2014
Q4 | $1.01M | Buy |
10,315
+549
| +6% | +$53.8K | 0.98% | 22 |
|
|
2014
Q3 | $957K | Buy |
+9,766
| New | +$957K | 1% | 24 |
|