First Trust Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
2019
Q2
$244K Buy
2018
Q2
Sell
2018
Q1
$363K Sell
2017
Q4
$394K Buy
2017
Q1
Sell
2016
Q4
$264K Buy