Herald Investment Management’s SharpSpring, Inc. SHSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-448,293
| Closed | -$7.56M | – | 104 |
|
|
2021
Q2 | $7.56M | Hold |
448,293
| – | – | 1.23% | 24 |
|
|
2021
Q1 | $7.08M | Hold |
448,293
| – | – | 1.23% | 27 |
|
|
2020
Q4 | $7.3M | Buy |
448,293
+60,000
| +15% | +$977K | 1.3% | 25 |
|
|
2020
Q3 | $4.33M | Hold |
388,293
| – | – | 0.93% | 31 |
|
|
2020
Q2 | $3.36M | Hold |
388,293
| – | – | 0.79% | 40 |
|
|
2020
Q1 | $2.32M | Hold |
388,293
| – | – | 0.7% | 39 |
|
|
2019
Q4 | $4.45M | Buy |
388,293
+54,916
| +16% | +$630K | 1.13% | 27 |
|
|
2019
Q3 | $3.21M | Buy |
333,377
+58,377
| +21% | +$562K | 0.96% | 31 |
|
|
2019
Q2 | $3.57M | Buy |
+275,000
| New | +$3.57M | 0.99% | 27 |
|