SSWM
Sheets Smith Wealth Management’s Kenvue KVUE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,268
| Closed | -$259K | – | 387 |
|
|
2024
Q2 | $259K | Sell |
14,268
-1,211
| -8% | -$22K | 0.03% | 333 |
|
|
2024
Q1 | $332K | Buy |
15,479
+5
| +0% | +$107 | 0.04% | 309 |
|
|
2023
Q4 | $333K | Buy |
15,474
+3,191
| +26% | +$68.7K | 0.05% | 273 |
|
|
2023
Q3 | $247K | Buy |
+12,283
| New | +$247K | 0.04% | 287 |
|