Ellsworth Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,053
| Closed | -$348K | – | 183 |
|
|
2023
Q1 | $348K | Buy |
15,053
+484
| +3% | +$11.2K | 0.12% | 131 |
|
|
2022
Q4 | $392K | Sell |
14,569
-32
| -0.2% | -$862 | 0.15% | 114 |
|
|
2022
Q3 | $361K | Sell |
14,601
-727
| -5% | -$18K | 0.15% | 98 |
|
|
2022
Q2 | $370K | Sell |
15,328
-185
| -1% | -$4.47K | 0.15% | 96 |
|
|
2022
Q1 | $397K | Buy |
+15,513
| New | +$397K | 0.14% | 109 |
|