Patten Group’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,412
| Closed | -$44K | – | 478 |
|
|
2018
Q4 | $44K | Hold |
2,412
| – | – | 0.02% | 296 |
|
|
2018
Q3 | $57K | Hold |
2,412
| – | – | 0.02% | 305 |
|
|
2018
Q2 | $62K | Hold |
2,412
| – | – | 0.02% | 299 |
|
|
2018
Q1 | $57K | Sell |
2,412
-2,289
| -49% | -$54.1K | 0.02% | 308 |
|
|
2017
Q4 | $102K | Sell |
4,701
-4,916
| -51% | -$107K | 0.04% | 254 |
|
|
2017
Q3 | $231K | Hold |
9,617
| – | – | 0.09% | 184 |
|
|
2017
Q2 | $236K | Buy |
9,617
+499
| +5% | +$12.2K | 0.1% | 181 |
|
|
2017
Q1 | $195K | Hold |
9,118
| – | – | 0.08% | 178 |
|
|
2016
Q4 | $198K | Buy |
9,118
+651
| +8% | +$14.1K | 0.09% | 175 |
|
|
2016
Q3 | $141K | Hold |
8,467
| – | – | 0.07% | 204 |
|
|
2016
Q2 | $135K | Hold |
8,467
| – | – | 0.06% | 205 |
|
|
2016
Q1 | $157K | Buy |
8,467
+6,667
| +370% | +$123K | 0.07% | 179 |
|
|
2015
Q4 | $29K | Hold |
1,800
| – | – | 0.01% | 379 |
|
|
2015
Q3 | $27.1K | Buy |
+1,800
| New | +$27.1K | 0.01% | 342 |
|