SSWM
SIAL
Sheets Smith Wealth Management’s SIGMA - ALDRICH CORP SIAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-23,713
| Closed | -$3.29M | – | 245 |
|
|
2015
Q3 | $3.29M | Hold |
23,713
| – | – | 1.11% | 23 |
|
|
2015
Q2 | $3.3M | Sell |
23,713
-600
| -2% | -$83.6K | 0.9% | 26 |
|
|
2015
Q1 | $3.36M | Sell |
24,313
-16,370
| -40% | -$2.26M | 0.93% | 25 |
|
|
2014
Q4 | $5.59M | Sell |
40,683
-1,262
| -3% | -$173K | 1.46% | 11 |
|
|
2014
Q3 | $5.71M | Hold |
41,945
| – | – | 1.55% | 9 |
|
|
2014
Q2 | $4.26M | Hold |
41,945
| – | – | 1.14% | 20 |
|
|
2014
Q1 | $3.92M | Sell |
41,945
-100
| -0.2% | -$9.34K | 1.1% | 20 |
|
|
2013
Q4 | $3.95M | Buy |
42,045
+600
| +1% | +$56.4K | 1.09% | 21 |
|
|
2013
Q3 | $3.54M | Hold |
41,445
| – | – | 1.15% | 20 |
|
|
2013
Q2 | $3.33M | Buy |
+41,445
| New | +$3.33M | 1.13% | 22 |
|