JC
SMMF

Jentner Corp’s Summit Financial Group, Inc. SMMF Stock Holding History

Jentner Corp’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$294K Buy
2023
Q4 		$330K Buy
2023
Q3 		$240K Buy
2023
Q2 		$218K Buy
2023
Q1 		$217K Buy
2022
Q4 		$259K Buy
2022
Q3 		$278K Buy
2022
Q2 		$285K Buy
2022
Q1 		$261K Buy