Sheets Smith Wealth Management’s PROS Holdings PRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,719
| Closed | -$244K | – | 398 |
|
|
2024
Q1 | $244K | Sell |
6,719
-376
| -5% | -$13.7K | 0.03% | 346 |
|
|
2023
Q4 | $275K | Buy |
7,095
+325
| +5% | +$12.6K | 0.04% | 294 |
|
|
2023
Q3 | $234K | Sell |
6,770
-348
| -5% | -$12K | 0.04% | 292 |
|
|
2023
Q2 | $219K | Buy |
+7,118
| New | +$219K | 0.03% | 307 |
|
|
2022
Q2 | – | Sell |
-7,118
| Closed | -$237K | – | 336 |
|
|
2022
Q1 | $237K | Hold |
7,118
| – | – | 0.03% | 314 |
|
|
2021
Q4 | $245K | Buy |
7,118
+25
| +0.4% | +$860 | 0.03% | 336 |
|
|
2021
Q3 | $252K | Hold |
7,093
| – | – | 0.03% | 321 |
|
|
2021
Q2 | $323K | Hold |
7,093
| – | – | 0.04% | 293 |
|
|
2021
Q1 | $301K | Hold |
7,093
| – | – | 0.04% | 273 |
|
|
2020
Q4 | $360K | Buy |
7,093
+180
| +3% | +$9.14K | 0.05% | 251 |
|
|
2020
Q3 | $221K | Hold |
6,913
| – | – | 0.04% | 274 |
|
|
2020
Q2 | $307K | Hold |
6,913
| – | – | 0.06% | 201 |
|
|
2020
Q1 | $215K | Buy |
+6,913
| New | +$215K | 0.05% | 244 |
|