PAM
SMMF
Panagora Asset Management’s Summit Financial Group, Inc. SMMF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-19,293
| Closed | -$400K | – | 1523 |
|
|
2023
Q1 | $400K | Sell |
19,293
-14,520
| -43% | -$301K | ﹤0.01% | 1181 |
|
|
2022
Q4 | $842K | Sell |
33,813
-77
| -0.2% | -$1.92K | 0.01% | 957 |
|
|
2022
Q3 | $913K | Buy |
33,890
+11,154
| +49% | +$300K | 0.01% | 894 |
|
|
2022
Q2 | $632K | Buy |
22,736
+12,314
| +118% | +$342K | ﹤0.01% | 1080 |
|
|
2022
Q1 | $267K | Buy |
+10,422
| New | +$267K | ﹤0.01% | 1385 |
|