U.S. Capital Wealth Advisors’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-74,106
| Closed | -$130K | – | 689 |
|
|
2023
Q2 | $130K | Hold |
74,106
| – | – | 0.01% | 638 |
|
|
2023
Q1 | $105K | Hold |
74,106
| – | – | ﹤0.01% | 615 |
|
|
2022
Q4 | $119K | Hold |
74,106
| – | – | 0.01% | 708 |
|
|
2022
Q3 | $141K | Buy |
74,106
+6,606
| +10% | +$12.6K | 0.01% | 606 |
|
|
2022
Q2 | $107K | Hold |
67,500
| – | – | ﹤0.01% | 641 |
|
|
2022
Q1 | $167K | Hold |
67,500
| – | – | 0.01% | 677 |
|
|
2021
Q4 | $303K | Buy |
67,500
+5,000
| +8% | +$22.4K | 0.01% | 592 |
|
|
2021
Q3 | $514K | Buy |
+62,500
| New | +$514K | 0.02% | 502 |
|