SSWM
Sheets Smith Wealth Management’s Itron ITRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,121
| Closed | -$319K | – | 327 |
|
|
2017
Q3 | $319K | Sell |
4,121
-45
| -1% | -$3.48K | 0.08% | 239 |
|
|
2017
Q2 | $282K | Sell |
4,166
-161
| -4% | -$10.9K | 0.07% | 247 |
|
|
2017
Q1 | $263K | Sell |
4,327
-55
| -1% | -$3.34K | 0.07% | 253 |
|
|
2016
Q4 | $275K | Buy |
+4,382
| New | +$275K | 0.08% | 238 |
|