SSWM
SPLS
Sheets Smith Wealth Management’s Staples Inc SPLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-14,650
| Closed | -$177K | – | 290 |
|
|
2014
Q3 | $177K | Sell |
14,650
-600
| -4% | -$7.25K | 0.05% | 231 |
|
|
2014
Q2 | $165K | Hold |
15,250
| – | – | 0.04% | 252 |
|
|
2014
Q1 | $173K | Hold |
15,250
| – | – | 0.05% | 235 |
|
|
2013
Q4 | $242K | Sell |
15,250
-800
| -5% | -$12.7K | 0.07% | 228 |
|
|
2013
Q3 | $235K | Sell |
16,050
-1,600
| -9% | -$23.4K | 0.08% | 214 |
|
|
2013
Q2 | $280K | Buy |
+17,650
| New | +$280K | 0.1% | 199 |
|