WealthPLAN Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$558K Sell
18,676
-18,699
-50% -$499K 0.04% 236
2021
Q4
$958K Hold
37,375
0.06% 180
2021
Q3
$981K Sell
37,375
-495
-1% -$11.6K 0.07% 169
2021
Q2
$921K Hold
37,870
0.06% 156
2021
Q1
$676K Sell
37,870
-1,844
-5% -$30.7K 0.05% 191
2020
Q4
$747K Sell
39,714
-2,331
-6% -$36.4K 0.06% 165
2020
Q3
$652K Sell
42,045
-350
-0.8% -$5.96K 0.06% 167
2020
Q2
$728K Sell
42,395
-2,714
-6% -$47.5K 0.08% 145
2020
Q1
$804K Sell
45,109
-6,071
-12% -$92.3K 0.1% 119
2019
Q4
$873K Sell
51,180
-3,690
-7% -$55.9K 0.1% 117
2019
Q3
$874K Hold
54,870
0.12% 116
2019
Q2
$842K Buy
54,870
+2,822
+5% +$33.3K 0.13% 114
2019
Q1
$638K Buy
52,048
+39,708
+322% +$345K 0.1% 137
2018
Q4
$108K Buy
+12,340
New +$103K 0.02% 248

Other funds holding SWCH