SWM
Sugarloaf Wealth Management’s NCR Voyix VYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,128
| Closed | -$14.2K | – | 687 |
|
|
2024
Q1 | $14.2K | Hold |
1,128
| – | – | ﹤0.01% | 451 |
|
|
2023
Q4 | $19.1K | Hold |
1,128
| – | – | ﹤0.01% | 401 |
|
|
2023
Q3 | $30.4K | Hold |
1,128
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $28.4K | Sell |
1,128
-1,125
| -50% | -$28.3K | 0.01% | 350 |
|
|
2023
Q1 | $53.2K | Sell |
2,253
-1
| -0% | -$24 | 0.01% | 281 |
|
|
2022
Q4 | $52.8K | Hold |
2,254
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $43K | Hold |
2,254
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $70K | Hold |
2,254
| – | – | 0.02% | 231 |
|
|
2022
Q1 | $91K | Buy |
2,254
+70
| +3% | +$2.83K | 0.02% | 198 |
|
|
2021
Q4 | $88K | Buy |
2,184
+72
| +3% | +$2.9K | 0.02% | 213 |
|
|
2021
Q3 | $82K | Buy |
2,112
+63
| +3% | +$2.45K | 0.02% | 213 |
|
|
2021
Q2 | $93K | Buy |
2,049
+110
| +6% | +$4.99K | 0.03% | 198 |
|
|
2021
Q1 | $74 | Buy |
1,939
+124
| +7% | +$5 | 0.02% | 223 |
|
|
2020
Q4 | $68K | Buy |
1,815
+145
| +9% | +$5.43K | 0.02% | 219 |
|
|
2020
Q3 | $37K | Buy |
1,670
+122
| +8% | +$2.7K | 0.01% | 270 |
|
|
2020
Q2 | $27K | Buy |
1,548
+231
| +18% | +$4.03K | 0.01% | 315 |
|
|
2020
Q1 | $23K | Buy |
1,317
+71
| +6% | +$1.24K | 0.01% | 308 |
|
|
2019
Q4 | $44K | Buy |
+1,246
| New | +$44K | 0.02% | 266 |
|