SMMF
First Trust Advisors’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,071
| Closed | -$244K | – | 2506 |
|
|
2019
Q2 | $244K | Buy |
+9,071
| New | +$244K | ﹤0.01% | 2327 |
|
|
2018
Q2 | – | Sell |
-14,534
| Closed | -$363K | – | 2492 |
|
|
2018
Q1 | $363K | Sell |
14,534
-450
| -3% | -$11.2K | ﹤0.01% | 2108 |
|
|
2017
Q4 | $394K | Buy |
+14,984
| New | +$394K | ﹤0.01% | 2162 |
|
|
2017
Q1 | – | Sell |
-9,602
| Closed | -$264K | – | 2473 |
|
|
2016
Q4 | $264K | Buy |
+9,602
| New | +$264K | ﹤0.01% | 2304 |
|