Valeo Financial Advisors’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-568
| Closed | -$43K | – | 1488 |
|
|
2021
Q1 | $43K | Sell |
568
-33
| -5% | -$2.5K | ﹤0.01% | 887 |
|
|
2020
Q4 | $48K | Buy |
601
+110
| +22% | +$8.79K | ﹤0.01% | 776 |
|
|
2020
Q3 | $23K | Sell |
491
-474
| -49% | -$22.2K | ﹤0.01% | 859 |
|
|
2020
Q2 | $88K | Buy |
965
+85
| +10% | +$7.75K | 0.01% | 518 |
|
|
2020
Q1 | $36K | Buy |
+880
| New | +$36K | ﹤0.01% | 683 |
|