SWM
Sugarloaf Wealth Management’s Elastic ESTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9
| Closed | -$1K | – | 806 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 752 |
|
|
2022
Q2 | $73K | Hold |
9
| – | – | 0.02% | 225 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 669 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 702 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 706 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 700 |
|
|
2021
Q1 | $1 | Hold |
9
| – | – | ﹤0.01% | 701 |
|
|
2020
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 668 |
|