Covestor’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 |
-40
| Closed | -$1K | – | 2911 |
|
|
2024
Q1 | $1K | Sell |
40
-7
| -15% | -$175 | ﹤0.01% | 2167 |
|
|
2023
Q4 | $1K | Sell |
47
-56
| -54% | -$1.19K | ﹤0.01% | 2067 |
|
|
2023
Q3 | $2K | Sell |
103
-32
| -24% | -$621 | ﹤0.01% | 1866 |
|
|
2023
Q2 | $3K | Sell |
135
-84
| -38% | -$1.87K | ﹤0.01% | 1787 |
|
|
2023
Q1 | $5K | Buy |
219
+131
| +149% | +$2.99K | ﹤0.01% | 1583 |
|
|
2022
Q4 | $2K | Buy |
88
+26
| +42% | +$591 | ﹤0.01% | 1822 |
|
|
2022
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 1760 |
|