Cascade Investment Advisors’s SharpSpring, Inc. SHSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-950
Closed -$16K 272
2021
Q2
$16K Hold
950
0.01% 214
2021
Q1
$15.2K Hold
950
0.01% 214
2020
Q4
$15.5K Buy
950
+650
+217% +$9.05K 0.01% 212
2020
Q3
$3.35K Hold
300
﹤0.01% 245
2020
Q2
$2.63K Buy
+300
New +$2.35K ﹤0.01% 240

Cascade Investment Advisors's SHSP Position: Q3 2021 in Review

Cascade Investment Advisors sold out of SharpSpring, Inc. (SHSP) in Q3 2021, closing a stake of 950 shares — an estimated $16K sold.

Cascade Investment Advisors first reported a position in SHSP in Q2 2020 and held it in 5 quarters. The position peaked at $16K in Q2 2021. 0 funds tracked by Wall St. Rank hold SHSP as of Q3 2021.

  • Cascade Investment Advisors reported no remaining SharpSpring, Inc. position as of Q3 2021 after selling out during the quarter.
  • Cascade Investment Advisors sold 950 SharpSpring, Inc. shares in Q3 2021, an estimated $16K.
  • Cascade Investment Advisors first reported a position in SharpSpring, Inc. in Q2 2020 and held it in 5 quarters.
  • Cascade Investment Advisors's SharpSpring, Inc. position peaked at $16K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held SharpSpring, Inc. as of Q3 2021.

Based on Cascade Investment Advisors's 13F filing for Q3 2021, filed 21 Oct 2021.