SSWM
Sheets Smith Wealth Management’s Qualcomm QCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,573
| Closed | -$849K | – | 345 |
|
|
2020
Q4 | $849K | Sell |
5,573
-137
| -2% | -$20.9K | 0.13% | 149 |
|
|
2020
Q3 | $672K | Buy |
+5,710
| New | +$672K | 0.12% | 155 |
|
|
2020
Q1 | – | Sell |
-6,686
| Closed | -$586K | – | 314 |
|
|
2019
Q4 | $586K | Buy |
+6,686
| New | +$586K | 0.11% | 180 |
|
|
2013
Q4 | – | Sell |
-37,645
| Closed | -$2.53M | – | 271 |
|
|
2013
Q3 | $2.53M | Buy |
37,645
+802
| +2% | +$54K | 0.82% | 35 |
|
|
2013
Q2 | $2.25M | Buy |
+36,843
| New | +$2.25M | 0.76% | 41 |
|