Creative Planning’s Stein Mart Inc SMRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-6,200
| Closed | -$10K | – | 4072 |
|
2017
Q2 | $10K | Buy |
6,200
+4,000
| +182% | +$6.45K | ﹤0.01% | 3608 |
|
2017
Q1 | $7K | Sell |
2,200
-2,567
| -54% | -$8.17K | ﹤0.01% | 3772 |
|
2016
Q4 | $26K | Buy |
4,767
+1,100
| +30% | +$6K | ﹤0.01% | 2875 |
|
2016
Q3 | $23K | Buy |
3,667
+13
| +0.4% | +$82 | ﹤0.01% | 2949 |
|
2016
Q2 | $28K | Buy |
3,654
+15
| +0.4% | +$115 | ﹤0.01% | 2530 |
|
2016
Q1 | $27K | Sell |
3,639
-4,061
| -53% | -$30.1K | ﹤0.01% | 2541 |
|
2015
Q4 | $52K | Buy |
7,700
+200
| +3% | +$1.35K | ﹤0.01% | 2074 |
|
2015
Q3 | $73K | Buy |
+7,500
| New | +$73K | ﹤0.01% | 1778 |
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$25K | – | 3294 |
|
2015
Q1 | $25K | Buy |
+2,000
| New | +$25K | ﹤0.01% | 2544 |
|
2013
Q3 | – | Sell |
-100
| Closed | -$1K | – | 3407 |
|
2013
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2998 |
|