VFA
Values First Advisors’s Sprout Social SPT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,085
| Closed | -$542K | – | 181 |
|
2024
Q1 | $542K | Sell |
9,085
-771
| -8% | -$46K | 0.32% | 92 |
|
2023
Q4 | $606K | Sell |
9,856
-940
| -9% | -$57.8K | 0.37% | 84 |
|
2023
Q3 | $539K | Buy |
10,796
+564
| +6% | +$28.1K | 0.35% | 84 |
|
2023
Q2 | $472K | Buy |
10,232
+1,730
| +20% | +$79.9K | 0.29% | 98 |
|
2023
Q1 | $518K | Buy |
8,502
+831
| +11% | +$50.6K | 0.33% | 84 |
|
2022
Q4 | $433K | Sell |
7,671
-1,092
| -12% | -$61.7K | 0.3% | 85 |
|
2022
Q3 | $532K | Buy |
8,763
+1,008
| +13% | +$61.2K | 0.38% | 78 |
|
2022
Q2 | $450K | Sell |
7,755
-299
| -4% | -$17.4K | 0.32% | 91 |
|
2022
Q1 | $645K | Buy |
+8,054
| New | +$645K | 0.41% | 77 |
|
2021
Q3 | – | Sell |
-6,694
| Closed | -$599K | – | 157 |
|
2021
Q2 | $599K | Sell |
6,694
-83
| -1% | -$7.43K | 0.41% | 89 |
|
2021
Q1 | $391K | Buy |
6,777
+1,104
| +19% | +$63.7K | 0.29% | 109 |
|
2020
Q4 | $258K | Buy |
+5,673
| New | +$258K | 0.21% | 130 |
|