SSWM
Sheets Smith Wealth Management’s TopBuild BLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,076
| Closed | -$868K | – | 336 |
|
|
2018
Q2 | $868K | Buy |
11,076
+1,271
| +13% | +$99.6K | 0.2% | 123 |
|
|
2018
Q1 | $750K | Buy |
9,805
+68
| +0.7% | +$5.2K | 0.18% | 140 |
|
|
2017
Q4 | $737K | Buy |
9,737
+4,857
| +100% | +$368K | 0.17% | 151 |
|
|
2017
Q3 | $318K | Hold |
4,880
| – | – | 0.08% | 242 |
|
|
2017
Q2 | $259K | Hold |
4,880
| – | – | 0.07% | 263 |
|
|
2017
Q1 | $229K | Buy |
+4,880
| New | +$229K | 0.06% | 266 |
|