Waypoint Wealth Partners’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 |
-16,562
| Closed | -$198K | – | 72 |
|
|
2023
Q1 | $198K | Hold |
16,562
| – | – | 0.07% | 65 |
|
|
2022
Q4 | $134K | Hold |
16,562
| – | – | 0.05% | 62 |
|
|
2022
Q3 | $124K | Hold |
16,562
| – | – | 0.05% | 61 |
|
|
2022
Q2 | $124K | Hold |
16,562
| – | – | 0.05% | 64 |
|
|
2022
Q1 | $193K | Sell |
16,562
-69,489
| -81% | -$810K | 0.07% | 49 |
|
|
2021
Q4 | $1.17M | Sell |
86,051
-9,796
| -10% | -$133K | 0.4% | 23 |
|
|
2021
Q3 | $1.55M | Buy |
+95,847
| New | +$1.55M | 0.58% | 15 |
|
|
2021
Q2 | – | Sell |
-66,631
| Closed | -$1.26M | – | 43 |
|
|
2021
Q1 | $1.26M | Buy |
+66,631
| New | +$1.26M | 0.92% | 12 |
|