Denali Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,800
| Closed | -$48K | – | 389 |
|
|
2021
Q1 | $48K | Hold |
1,800
| – | – | 0.01% | 225 |
|
|
2020
Q4 | $40K | Hold |
1,800
| – | – | 0.01% | 299 |
|
|
2020
Q3 | $27K | Hold |
1,800
| – | – | 0.01% | 320 |
|
|
2020
Q2 | $30K | Hold |
1,800
| – | – | 0.01% | 340 |
|
|
2020
Q1 | $38K | Sell |
1,800
-2,288
| -56% | -$48.3K | 0.01% | 296 |
|
|
2019
Q4 | $111K | Buy |
+4,088
| New | +$111K | 0.02% | 252 |
|
|
2018
Q3 | – | Sell |
-44
| Closed | -$1K | – | 307 |
|
|
2018
Q2 | $1K | Hold |
44
| – | – | ﹤0.01% | 268 |
|
|
2018
Q1 | $1K | Sell |
44
-77
| -64% | -$1.75K | ﹤0.01% | 261 |
|
|
2017
Q4 | $3K | Hold |
121
| – | – | ﹤0.01% | 211 |
|
|
2017
Q3 | $3K | Hold |
121
| – | – | ﹤0.01% | 210 |
|
|
2017
Q2 | $3K | Buy |
+121
| New | +$3K | ﹤0.01% | 207 |
|