Ballew Advisors’s Stein Mart Inc SMRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-50,000
| Closed | -$16K | – | 109 |
|
2020
Q2 | $16K | Hold |
50,000
| – | – | 0.02% | 88 |
|
2020
Q1 | $23K | Hold |
50,000
| – | – | 0.03% | 75 |
|
2019
Q4 | $34K | Sell |
50,000
-500
| -1% | -$340 | 0.03% | 92 |
|
2019
Q3 | $40K | Hold |
50,500
| – | – | 0.04% | 89 |
|
2019
Q2 | $43K | Hold |
50,500
| – | – | 0.04% | 89 |
|
2019
Q1 | $48K | Hold |
50,500
| – | – | 0.04% | 91 |
|
2018
Q4 | $58K | Buy |
50,500
+500
| +1% | +$574 | 0.05% | 90 |
|
2018
Q3 | $85K | Hold |
50,000
| – | – | 0.08% | 123 |
|
2018
Q2 | $123K | Buy |
+50,000
| New | +$123K | 0.14% | 102 |
|