WealthPLAN Partners’s Switch, Inc. Class A Common Stock SWCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $558K | Sell |
18,676
-18,699
| -50% | -$559K | 0.04% | 236 |
|
|
2021
Q4 | $958K | Hold |
37,375
| – | – | 0.06% | 180 |
|
|
2021
Q3 | $981K | Sell |
37,375
-495
| -1% | -$13K | 0.07% | 168 |
|
|
2021
Q2 | $921K | Hold |
37,870
| – | – | 0.06% | 156 |
|
|
2021
Q1 | $676K | Sell |
37,870
-1,844
| -5% | -$32.9K | 0.05% | 191 |
|
|
2020
Q4 | $747K | Sell |
39,714
-2,331
| -6% | -$43.8K | 0.06% | 165 |
|
|
2020
Q3 | $652K | Sell |
42,045
-350
| -0.8% | -$5.43K | 0.06% | 166 |
|
|
2020
Q2 | $728K | Sell |
42,395
-2,714
| -6% | -$46.6K | 0.08% | 144 |
|
|
2020
Q1 | $804K | Sell |
45,109
-6,071
| -12% | -$108K | 0.1% | 119 |
|
|
2019
Q4 | $873K | Sell |
51,180
-3,690
| -7% | -$62.9K | 0.1% | 117 |
|
|
2019
Q3 | $874K | Hold |
54,870
| – | – | 0.12% | 116 |
|
|
2019
Q2 | $842K | Buy |
54,870
+2,822
| +5% | +$43.3K | 0.13% | 114 |
|
|
2019
Q1 | $638K | Buy |
52,048
+39,708
| +322% | +$487K | 0.1% | 137 |
|
|
2018
Q4 | $108K | Buy |
+12,340
| New | +$108K | 0.02% | 248 |
|