Ascent Wealth Partners’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $743K | Hold |
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|
2023
Q4 | $864K | Hold |
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|
2023
Q3 | $754K | Hold |
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|
2023
Q2 | $759K | Hold |
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|
2023
Q1 | $816K | Hold |
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|
2022
Q4 | $970K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $902K | Hold |
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|
2021
Q4 | $965K | Hold |
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|
2021
Q3 | $912K | Hold |
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|
2021
Q2 | $847K | Hold |
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|
2021
Q1 | $764K | Hold |
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|
2020
Q4 | $640K | Hold |
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|
2020
Q3 | $479K | Hold |
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|
2020
Q2 | $571K | Hold |
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|
2020
Q1 | $537K | Hold |
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|
2019
Q4 | $834K | Hold |
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|
2019
Q3 | $735K | Hold |
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|
2019
Q2 | $765K | Hold |
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|
2019
Q1 | $667K | Hold |
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|
2018
Q4 | $645K | Hold |
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|
2018
Q3 | $831K | Hold |
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|
2018
Q2 | $909K | Hold |
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|
2018
Q1 | $831K | Hold |
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|
2017
Q4 | $766K | Hold |
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|
2017
Q3 | $849K | Hold |
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|
2017
Q2 | $842K | Hold |
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|
2017
Q1 | $742K | Hold |
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|
2016
Q4 | $670K | Hold |
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|
2016
Q3 | $575K | Hold |
|
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|
2016
Q2 | $564K | Hold |
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|
2016
Q1 | $653K | Hold |
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|
2015
Q4 | $568K | Buy |
|