Veritable’s Sweetgreen SG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-694,102
| Closed | -$8.9M | – | 663 |
|
|
2023
Q2 | $8.9M | Sell |
694,102
-53,525
| -7% | -$686K | 0.14% | 79 |
|
|
2023
Q1 | $5.86M | Hold |
747,627
| – | – | 0.1% | 107 |
|
|
2022
Q4 | $6.41M | Buy |
747,627
+362,883
| +94% | +$3.11M | 0.11% | 93 |
|
|
2022
Q3 | $7.12M | Buy |
+384,744
| New | +$7.12M | 0.14% | 82 |
|