Monarch Partners Asset Management’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-33,090
| Closed | -$779K | – | 207 |
|
|
2018
Q3 | $779K | Hold |
33,090
| – | – | 0.07% | 137 |
|
|
2018
Q2 | $852K | Hold |
33,090
| – | – | 0.08% | 136 |
|
|
2018
Q1 | $780K | Buy |
33,090
+11,850
| +56% | +$279K | 0.07% | 144 |
|
|
2017
Q4 | $461K | Buy |
21,240
+3,060
| +17% | +$66.4K | 0.04% | 149 |
|
|
2017
Q3 | $437K | Sell |
18,180
-2,890
| -14% | -$69.5K | 0.04% | 162 |
|
|
2017
Q2 | $503K | Hold |
21,070
| – | – | 0.05% | 142 |
|
|
2017
Q1 | $443K | Buy |
+21,070
| New | +$443K | 0.04% | 142 |
|