BPM
SMMF

Bowling Portfolio Management’s Summit Financial Group, Inc. SMMF Stock Holding History

Bowling Portfolio Management’s Portfolio SMMF Stock Details SMMF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-38,957
Closed -$1.05M – 393
2019
Q2 		$1.05M Buy
+38,957
New +$1.05M 0.17% 217
2017
Q2 		– Sell
-26,846
Closed -$578K – 421
2017
Q1 		$578K Buy
+26,846
New +$578K 0.1% 253