JC
SMMF
Jentner Corp’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,812
| Closed | -$294K | – | 54 |
|
|
2024
Q1 | $294K | Buy |
10,812
+69
| +0.6% | +$1.87K | 0.1% | 42 |
|
|
2023
Q4 | $330K | Buy |
10,743
+94
| +0.9% | +$2.89K | 0.13% | 36 |
|
|
2023
Q3 | $240K | Buy |
10,649
+90
| +0.9% | +$2.03K | 0.15% | 41 |
|
|
2023
Q2 | $218K | Buy |
10,559
+89
| +0.9% | +$1.84K | 0.14% | 44 |
|
|
2023
Q1 | $217K | Buy |
10,470
+75
| +0.7% | +$1.56K | 0.15% | 43 |
|
|
2022
Q4 | $259K | Buy |
10,395
+68
| +0.7% | +$1.69K | 0.19% | 40 |
|
|
2022
Q3 | $278K | Buy |
10,327
+60
| +0.6% | +$1.62K | 0.22% | 30 |
|
|
2022
Q2 | $285K | Buy |
10,267
+63
| +0.6% | +$1.75K | 0.22% | 31 |
|
|
2022
Q1 | $261K | Buy |
+10,204
| New | +$261K | 0.19% | 31 |
|