Rockefeller Capital Management’s South Mountain Merger Corp. Unit SMMCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-10,000
| Closed | -$184K | – | 3474 |
|
|
2020
Q4 | $184K | Sell |
10,000
-20,000
| -67% | -$368K | ﹤0.01% | 1223 |
|
|
2020
Q3 | $330K | Hold |
30,000
| – | – | ﹤0.01% | 910 |
|
|
2020
Q2 | $318K | Buy |
30,000
+20,000
| +200% | +$212K | ﹤0.01% | 830 |
|
|
2020
Q1 | $100K | Hold |
10,000
| – | – | ﹤0.01% | 1014 |
|
|
2019
Q4 | $103K | Hold |
10,000
| – | – | ﹤0.01% | 959 |
|
|
2019
Q3 | $105K | Buy |
+10,000
| New | +$105K | ﹤0.01% | 790 |
|