CAPTRUST Financial Advisors’s Semler Scientific SMLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-784
| Closed | -$22K | – | 3753 |
|
|
2022
Q2 | $22K | Sell |
784
-230
| -23% | -$6.45K | ﹤0.01% | 3323 |
|
|
2022
Q1 | $50K | Hold |
1,014
| – | – | ﹤0.01% | 2777 |
|
|
2021
Q4 | $93K | Buy |
1,014
+120
| +13% | +$11K | ﹤0.01% | 2219 |
|
|
2021
Q3 | $112K | Buy |
894
+110
| +14% | +$13.8K | ﹤0.01% | 1985 |
|
|
2021
Q2 | $88K | Hold |
784
| – | – | ﹤0.01% | 2116 |
|
|
2021
Q1 | $84K | Hold |
784
| – | – | ﹤0.01% | 2082 |
|
|
2020
Q4 | $74K | Hold |
784
| – | – | ﹤0.01% | 1657 |
|
|
2020
Q3 | $42K | Hold |
784
| – | – | ﹤0.01% | 1696 |
|
|
2020
Q2 | $36K | Buy |
+784
| New | +$36K | ﹤0.01% | 1743 |
|