SSWM
Sheets Smith Wealth Management’s Cimpress CMPR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-9,348
| Closed | -$787K | – | 216 |
|
|
2015
Q2 | $787K | Sell |
9,348
-152
| -2% | -$12.8K | 0.22% | 135 |
|
|
2015
Q1 | $802K | Sell |
9,500
-147
| -2% | -$12.4K | 0.22% | 138 |
|
|
2014
Q4 | $722K | Buy |
+9,647
| New | +$722K | 0.19% | 153 |
|
|
2014
Q1 | – | Sell |
-7,400
| Closed | -$421K | – | 253 |
|
|
2013
Q4 | $421K | Buy |
7,400
+114
| +2% | +$6.49K | 0.12% | 189 |
|
|
2013
Q3 | $412K | Buy |
+7,286
| New | +$412K | 0.13% | 176 |
|