SSWM
Sheets Smith Wealth Management’s Avient AVNT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-9,373
| Closed | -$450K | – | 306 |
|
2022
Q1 | $450K | Hold |
9,373
| – | – | 0.06% | 229 |
|
2021
Q4 | $524K | Hold |
9,373
| – | – | 0.07% | 224 |
|
2021
Q3 | $434K | Buy |
9,373
+36
| +0.4% | +$1.67K | 0.06% | 241 |
|
2021
Q2 | $459K | Buy |
+9,337
| New | +$459K | 0.06% | 231 |
|
2015
Q1 | – | Sell |
-22,491
| Closed | -$853K | – | 241 |
|
2014
Q4 | $853K | Buy |
+22,491
| New | +$853K | 0.22% | 136 |
|
2014
Q3 | – | Sell |
-38,597
| Closed | -$1.63M | – | 246 |
|
2014
Q2 | $1.63M | Buy |
38,597
+4,055
| +12% | +$171K | 0.44% | 63 |
|
2014
Q1 | $1.27M | Buy |
34,542
+1,280
| +4% | +$46.9K | 0.35% | 76 |
|
2013
Q4 | $1.18M | Buy |
33,262
+2,574
| +8% | +$91K | 0.32% | 79 |
|
2013
Q3 | $942K | Buy |
30,688
+2,121
| +7% | +$65.1K | 0.31% | 85 |
|
2013
Q2 | $708K | Buy |
+28,567
| New | +$708K | 0.24% | 113 |
|