Vontobel Swiss Wealth Advisors’s Sprouts Farmers Market SFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-12,000
| Closed | -$241K | – | 75 |
|
|
2020
Q4 | $241K | Hold |
12,000
| – | – | 0.14% | 71 |
|
|
2020
Q3 | $251K | Sell |
12,000
-11,000
| -48% | -$230K | 0.18% | 60 |
|
|
2020
Q2 | $589K | Hold |
23,000
| – | – | 0.39% | 46 |
|
|
2020
Q1 | $428K | Hold |
23,000
| – | – | 0.33% | 56 |
|
|
2019
Q4 | $445K | Hold |
23,000
| – | – | 0.29% | 67 |
|
|
2019
Q3 | $445K | Hold |
23,000
| – | – | 0.29% | 70 |
|
|
2019
Q2 | $434K | Buy |
+23,000
| New | +$434K | 0.23% | 83 |
|