Sugarloaf Wealth Management’s Americold COLD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-111
| Closed | -$3.16K | – | 723 |
|
2022
Q4 | $3.16K | Hold |
111
| – | – | ﹤0.01% | 630 |
|
2022
Q3 | $3K | Buy |
111
+1
| +0.9% | +$27 | ﹤0.01% | 658 |
|
2022
Q2 | $3K | Buy |
110
+1
| +0.9% | +$27 | ﹤0.01% | 642 |
|
2022
Q1 | $3K | Sell |
109
-99
| -48% | -$2.73K | ﹤0.01% | 603 |
|
2021
Q4 | $7K | Buy |
208
+2
| +1% | +$67 | ﹤0.01% | 546 |
|
2021
Q3 | $6K | Buy |
206
+1
| +0.5% | +$29 | ﹤0.01% | 578 |
|
2021
Q2 | $8K | Buy |
205
+2
| +1% | +$78 | ﹤0.01% | 517 |
|
2021
Q1 | $8 | Buy |
203
+1
| +0.5% | – | ﹤0.01% | 517 |
|
2020
Q4 | $8K | Buy |
202
+1
| +0.5% | +$40 | ﹤0.01% | 495 |
|
2020
Q3 | $7K | Buy |
201
+1
| +0.5% | +$35 | ﹤0.01% | 482 |
|
2020
Q2 | $7K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
2020
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 476 |
|