Canada Life’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-779
| Closed | -$21K | – | 2154 |
|
|
2024
Q1 | $21K | Sell |
779
-45
| -5% | -$1.21K | ﹤0.01% | 2083 |
|
|
2023
Q4 | $25K | Buy |
+824
| New | +$25K | ﹤0.01% | 2084 |
|
|
2020
Q3 | – | Sell |
-112
| Closed | -$2K | – | 2714 |
|
|
2020
Q2 | $2K | Sell |
112
-7
| -6% | -$125 | ﹤0.01% | 2674 |
|
|
2020
Q1 | $2K | Sell |
119
-1
| -0.8% | -$17 | ﹤0.01% | 2670 |
|
|
2019
Q4 | $3K | Buy |
+120
| New | +$3K | ﹤0.01% | 2663 |
|
|
2019
Q3 | – | Sell |
-96
| Closed | -$3K | – | 2404 |
|
|
2019
Q2 | $3K | Buy |
96
+41
| +75% | +$1.28K | ﹤0.01% | 2685 |
|
|
2019
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 2538 |
|
|
2018
Q4 | $1K | Sell |
55
-6
| -10% | -$109 | ﹤0.01% | 2740 |
|
|
2018
Q3 | $1K | Hold |
61
| – | – | ﹤0.01% | 2693 |
|
|
2018
Q2 | $2K | Hold |
61
| – | – | ﹤0.01% | 2656 |
|
|
2018
Q1 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 2642 |
|