UBS Group’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,732
| Closed | -$281 | – | 9131 |
|
|
2023
Q3 | $281 | Buy |
+1,732
| New | +$281 | ﹤0.01% | 7477 |
|
|
2023
Q1 | – | Sell |
-1,572
| Closed | -$1.81K | – | 9594 |
|
|
2022
Q4 | $1.81K | Buy |
1,572
+608
| +63% | +$699 | ﹤0.01% | 8589 |
|
|
2022
Q3 | $10K | Buy |
964
+15
| +2% | +$156 | ﹤0.01% | 7393 |
|
|
2022
Q2 | $9K | Buy |
+949
| New | +$9K | ﹤0.01% | 7174 |
|
|
2022
Q1 | – | Sell |
-1,542
| Closed | -$15K | – | 9887 |
|
|
2021
Q4 | $15K | Sell |
1,542
-995
| -39% | -$9.68K | ﹤0.01% | 7159 |
|
|
2021
Q3 | $25K | Buy |
+2,537
| New | +$25K | ﹤0.01% | 5809 |
|