Krilogy Financial’s Summit State Bank SSBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,400
| Closed | -$60K | – | 774 |
|
|
2017
Q1 | $60K | Sell |
4,400
-1,100
| -20% | -$15K | 0.02% | 267 |
|
|
2016
Q4 | $60K | Sell |
5,500
-1,375
| -20% | -$15K | 0.02% | 267 |
|
|
2016
Q3 | $68K | Hold |
6,875
| – | – | 0.02% | 261 |
|
|
2016
Q2 | $69K | Hold |
6,875
| – | – | 0.02% | 254 |
|
|
2016
Q1 | $66K | Buy |
+6,875
| New | +$66K | 0.03% | 227 |
|