Sugarloaf Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,709
| Closed | -$47.6K | – | 714 |
|
|
2023
Q1 | $47.6K | Buy |
1,709
+101
| +6% | +$2.81K | 0.01% | 297 |
|
|
2022
Q4 | $37.4K | Buy |
1,608
+27
| +2% | +$627 | 0.01% | 327 |
|
|
2022
Q3 | $37K | Buy |
1,581
+24
| +2% | +$562 | 0.01% | 331 |
|
|
2022
Q2 | $39K | Buy |
1,557
+27
| +2% | +$676 | 0.01% | 315 |
|
|
2022
Q1 | $49K | Buy |
1,530
+73
| +5% | +$2.34K | 0.01% | 279 |
|
|
2021
Q4 | $54K | Buy |
1,457
+17
| +1% | +$630 | 0.01% | 280 |
|
|
2021
Q3 | $47K | Sell |
1,440
-323
| -18% | -$10.5K | 0.01% | 274 |
|
|
2021
Q2 | $63K | Sell |
1,763
-1,713
| -49% | -$61.2K | 0.02% | 245 |
|
|
2021
Q1 | $109 | Buy |
+3,476
| New | +$109 | 0.03% | 176 |
|