SSWM
Sheets Smith Wealth Management’s American Woodmark AMWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,082
| Closed | -$390K | – | 304 |
|
|
2017
Q2 | $390K | Sell |
4,082
-162
| -4% | -$15.5K | 0.1% | 194 |
|
|
2017
Q1 | $390K | Buy |
+4,244
| New | +$390K | 0.1% | 199 |
|
|
2016
Q1 | – | Sell |
-20,130
| Closed | -$1.61M | – | 239 |
|
|
2015
Q4 | $1.61M | Buy |
20,130
+35
| +0.2% | +$2.8K | 0.49% | 59 |
|
|
2015
Q3 | $1.3M | Sell |
20,095
-101
| -0.5% | -$6.55K | 0.44% | 69 |
|
|
2015
Q2 | $1.11M | Sell |
20,196
-117
| -0.6% | -$6.42K | 0.3% | 101 |
|
|
2015
Q1 | $1.11M | Sell |
20,313
-292
| -1% | -$16K | 0.31% | 99 |
|
|
2014
Q4 | $833K | Buy |
+20,605
| New | +$833K | 0.22% | 141 |
|
|
2014
Q1 | – | Sell |
-8,002
| Closed | -$316K | – | 248 |
|
|
2013
Q4 | $316K | Buy |
8,002
+137
| +2% | +$5.41K | 0.09% | 207 |
|
|
2013
Q3 | $273K | Sell |
7,865
-2,842
| -27% | -$98.6K | 0.09% | 201 |
|
|
2013
Q2 | $372K | Buy |
+10,707
| New | +$372K | 0.13% | 187 |
|