MCWS
SMMF
McKinley Carter Wealth Services’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-36,701
| Closed | -$411K | – | 121 |
|
|
2015
Q2 | $411K | Buy |
36,701
+19,726
| +116% | +$221K | 0.22% | 82 |
|
|
2015
Q1 | $203K | Buy |
16,975
+3,375
| +25% | +$40.4K | 0.13% | 107 |
|
|
2014
Q4 | $160K | Hold |
13,600
| – | – | 0.13% | 92 |
|
|
2014
Q3 | $139K | Hold |
13,600
| – | – | 0.13% | 91 |
|
|
2014
Q2 | $145K | Hold |
13,600
| – | – | 0.15% | 90 |
|
|
2014
Q1 | $139K | Buy |
13,600
+23
| +0.2% | +$235 | 0.15% | 93 |
|
|
2013
Q4 | $135K | Hold |
13,577
| – | – | 0.13% | 119 |
|
|
2013
Q3 | $117K | Buy |
+13,577
| New | +$117K | 0.14% | 90 |
|