SSWM
Sheets Smith Wealth Management’s Acadia Healthcare ACHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,834
| Closed | -$517K | – | 321 |
|
|
2017
Q3 | $517K | Buy |
10,834
+1,740
| +19% | +$83K | 0.13% | 182 |
|
|
2017
Q2 | $449K | Buy |
9,094
+910
| +11% | +$44.9K | 0.12% | 181 |
|
|
2017
Q1 | $357K | Buy |
+8,184
| New | +$357K | 0.09% | 214 |
|
|
2016
Q4 | – | Sell |
-5,644
| Closed | -$280K | – | 277 |
|
|
2016
Q3 | $280K | Buy |
5,644
+1,590
| +39% | +$78.9K | 0.08% | 220 |
|
|
2016
Q2 | $225K | Hold |
4,054
| – | – | 0.07% | 235 |
|
|
2016
Q1 | $223K | Buy |
4,054
+244
| +6% | +$13.4K | 0.07% | 209 |
|
|
2015
Q4 | $238K | Buy |
3,810
+162
| +4% | +$10.1K | 0.07% | 201 |
|
|
2015
Q3 | $242K | Sell |
3,648
-13,145
| -78% | -$872K | 0.08% | 183 |
|
|
2015
Q2 | $1.32M | Buy |
16,793
+83
| +0.5% | +$6.5K | 0.36% | 83 |
|
|
2015
Q1 | $1.2M | Sell |
16,710
-79
| -0.5% | -$5.65K | 0.33% | 89 |
|
|
2014
Q4 | $1.03M | Buy |
+16,789
| New | +$1.03M | 0.27% | 111 |
|
|
2014
Q2 | – | Sell |
-13,181
| Closed | -$595K | – | 262 |
|
|
2014
Q1 | $595K | Buy |
13,181
+185
| +1% | +$8.35K | 0.17% | 163 |
|
|
2013
Q4 | $615K | Buy |
12,996
+1,768
| +16% | +$83.7K | 0.17% | 159 |
|
|
2013
Q3 | $443K | Buy |
+11,228
| New | +$443K | 0.14% | 172 |
|