Ameriprise’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,236
| Closed | -$226K | – | 3948 |
|
|
2023
Q4 | $226K | Sell |
9,236
-1,200
| -11% | -$29.4K | ﹤0.01% | 3694 |
|
|
2023
Q3 | $223K | Hold |
10,436
| – | – | ﹤0.01% | 3671 |
|
|
2023
Q2 | $224K | Buy |
10,436
+318
| +3% | +$6.84K | ﹤0.01% | 3697 |
|
|
2023
Q1 | $234K | Buy |
+10,118
| New | +$234K | ﹤0.01% | 3677 |
|