Waldron Private Wealth’s Sumo Logic, Inc. Common Stock SUMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,318
| Closed | -$136K | – | 432 |
|
|
2023
Q1 | $136K | Hold |
11,318
| – | – | 0.01% | 400 |
|
|
2022
Q4 | $84K | Hold |
11,318
| – | – | 0.01% | 359 |
|
|
2022
Q3 | $84K | Hold |
11,318
| – | – | 0.01% | 362 |
|
|
2022
Q2 | $84K | Hold |
11,318
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $132K | Hold |
11,318
| – | – | 0.01% | 389 |
|
|
2021
Q4 | $153K | Buy |
+11,318
| New | +$153K | 0.01% | 366 |
|