Wealthspire Advisors (Maryland)’s Sonida Senior Living SNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-445
| Closed | -$27K | – | 1809 |
|
|
2019
Q1 | $27K | Buy |
445
+208
| +88% | +$12.6K | ﹤0.01% | 1159 |
|
|
2018
Q4 | $24K | Sell |
237
-395
| -63% | -$40K | ﹤0.01% | 1129 |
|
|
2018
Q3 | $89K | Buy |
632
+231
| +58% | +$32.5K | 0.01% | 739 |
|
|
2018
Q2 | $64K | Sell |
401
-221
| -36% | -$35.3K | 0.01% | 890 |
|
|
2018
Q1 | $100K | Buy |
622
+258
| +71% | +$41.5K | 0.01% | 715 |
|
|
2017
Q4 | $74K | Sell |
364
-161
| -31% | -$32.7K | 0.01% | 839 |
|
|
2017
Q3 | $99K | Sell |
525
-1
| -0.2% | -$189 | 0.01% | 714 |
|
|
2017
Q2 | $120K | Buy |
526
+59
| +13% | +$13.5K | 0.01% | 625 |
|
|
2017
Q1 | $98K | Buy |
467
+144
| +45% | +$30.2K | 0.01% | 611 |
|
|
2016
Q4 | $78K | Buy |
+323
| New | +$78K | 0.01% | 658 |
|