Acrospire Investment Management’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-225
| Closed | -$5K | – | 1547 |
|
|
2017
Q2 | $5K | Sell |
225
-2,139
| -90% | -$47.5K | ﹤0.01% | 1968 |
|
|
2017
Q1 | $51K | Buy |
2,364
+541
| +30% | +$11.7K | 0.04% | 946 |
|
|
2016
Q4 | $50K | Sell |
1,823
-1,911
| -51% | -$52.4K | 0.02% | 1403 |
|
|
2016
Q3 | $72K | Sell |
3,734
-2,135
| -36% | -$41.2K | 0.05% | 806 |
|
|
2016
Q2 | $103K | Sell |
5,869
-646
| -10% | -$11.3K | 0.08% | 425 |
|
|
2016
Q1 | $101K | Buy |
+6,515
| New | +$101K | 0.07% | 316 |
|