JGP Wealth Management’s SmartRent SMRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.6K | Hold |
40,000
| – | – | ﹤0.01% | 200 |
|
|
2025
Q1 | $48.4K | Hold |
40,000
| – | – | 0.01% | 186 |
|
|
2024
Q4 | $70K | Hold |
40,000
| – | – | 0.01% | 179 |
|
|
2024
Q3 | $69.2K | Sell |
40,000
-392
| -1% | -$678 | 0.01% | 177 |
|
|
2024
Q2 | $96.5K | Hold |
40,392
| – | – | 0.01% | 168 |
|
|
2024
Q1 | $108K | Hold |
40,392
| – | – | 0.02% | 164 |
|
|
2023
Q4 | $129K | Buy |
40,392
+4,748
| +13% | +$15.1K | 0.02% | 166 |
|
|
2023
Q3 | $93K | Sell |
35,644
-2,421
| -6% | -$6.32K | 0.02% | 152 |
|
|
2023
Q2 | $146K | Sell |
38,065
-25,000
| -40% | -$95.8K | 0.02% | 149 |
|
|
2023
Q1 | $161K | Hold |
63,065
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $153K | Buy |
+63,065
| New | +$153K | 0.03% | 144 |
|