Graves Light Lenhart Wealth’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,630
| Closed | -$184K | – | 632 |
|
|
2022
Q2 | $184K | Hold |
6,630
| – | – | 0.03% | 172 |
|
|
2022
Q1 | $170K | Hold |
6,630
| – | – | 0.02% | 192 |
|
|
2021
Q4 | $182K | Hold |
6,630
| – | – | 0.03% | 200 |
|
|
2021
Q3 | $163K | Sell |
6,630
-1,000
| -13% | -$24.6K | 0.03% | 200 |
|
|
2021
Q2 | $168K | Hold |
7,630
| – | – | 0.03% | 194 |
|
|
2021
Q1 | $203K | Hold |
7,630
| – | – | 0.03% | 178 |
|
|
2020
Q4 | $168K | Buy |
+7,630
| New | +$168K | 0.03% | 188 |
|