Colonial Trust Advisors’s Semler Scientific SMLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12
| Closed | -$283 | – | 767 |
|
|
2024
Q3 | $283 | Hold |
12
| – | – | ﹤0.01% | 731 |
|
|
2024
Q2 | $413 | Hold |
12
| – | – | ﹤0.01% | 727 |
|
|
2024
Q1 | $351 | Hold |
12
| – | – | ﹤0.01% | 931 |
|
|
2023
Q4 | $531 | Hold |
12
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $304 | Hold |
12
| – | – | ﹤0.01% | 853 |
|
|
2023
Q2 | $315 | Hold |
12
| – | – | ﹤0.01% | 861 |
|
|
2023
Q1 | $322 | Hold |
12
| – | – | ﹤0.01% | 850 |
|
|
2022
Q4 | $396 | Buy |
+12
| New | +$396 | ﹤0.01% | 843 |
|