WealthPlan Investment Management’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,177,264
| Closed | -$1.67M | – | 288 |
|
|
2024
Q3 | $1.67M | Hold |
1,177,264
| – | – | 0.17% | 107 |
|
|
2024
Q2 | $1.59M | Hold |
1,177,264
| – | – | 0.24% | 83 |
|
|
2024
Q1 | $904K | Hold |
1,177,264
| – | – | 0.14% | 101 |
|
|
2023
Q4 | $1.27M | Hold |
1,177,264
| – | – | 0.2% | 87 |
|
|
2023
Q3 | $1.11M | Buy |
1,177,264
+2,500
| +0.2% | +$2.35K | 0.2% | 84 |
|
|
2023
Q2 | $2.06M | Sell |
1,174,764
-2,850
| -0.2% | -$4.99K | 0.61% | 56 |
|
|
2023
Q1 | $1.67M | Sell |
1,177,614
-19,300
| -2% | -$27.4K | 0.29% | 74 |
|
|
2022
Q4 | $2.93M | Sell |
1,196,914
-9,985
| -0.8% | -$24.5K | 0.21% | 100 |
|
|
2022
Q3 | $2.46M | Buy |
+1,206,899
| New | +$2.46M | 0.18% | 99 |
|
|
2022
Q1 | $3.38M | Buy |
+1,235,099
| New | +$3.38M | 0.23% | 92 |
|