WR Wealth Planners’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.79K | Hold |
300
| – | – | ﹤0.01% | 671 |
|
|
2024
Q3 | $5.57K | Hold |
300
| – | – | ﹤0.01% | 723 |
|
|
2024
Q2 | $5.8K | Hold |
300
| – | – | ﹤0.01% | 698 |
|
|
2024
Q1 | $8.1K | Buy |
+300
| New | +$8.1K | ﹤0.01% | 637 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$8.48K | – | 734 |
|
|
2023
Q3 | $8.48K | Hold |
300
| – | – | ﹤0.01% | 603 |
|
|
2023
Q2 | $15K | Hold |
300
| – | – | 0.01% | 479 |
|
|
2023
Q1 | $7.9K | Buy |
+300
| New | +$7.9K | ﹤0.01% | 606 |
|