SSWM
Sheets Smith Wealth Management’s Bank OZK OZK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-11,009
| Closed | -$573K | – | 310 |
|
|
2017
Q1 | $573K | Sell |
11,009
-109
| -1% | -$5.67K | 0.15% | 171 |
|
|
2016
Q4 | $585K | Buy |
+11,118
| New | +$585K | 0.16% | 167 |
|
|
2016
Q1 | – | Sell |
-20,808
| Closed | -$1.03M | – | 255 |
|
|
2015
Q4 | $1.03M | Buy |
20,808
+3,459
| +20% | +$171K | 0.31% | 86 |
|
|
2015
Q3 | $759K | Sell |
17,349
-8,507
| -33% | -$372K | 0.26% | 109 |
|
|
2015
Q2 | $1.18M | Sell |
25,856
-10
| -0% | -$458 | 0.32% | 96 |
|
|
2015
Q1 | $955K | Buy |
25,866
+119
| +0.5% | +$4.39K | 0.26% | 118 |
|
|
2014
Q4 | $976K | Buy |
+25,747
| New | +$976K | 0.25% | 118 |
|