SSWM
Sheets Smith Wealth Management’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,982
| Closed | -$551K | – | 401 |
|
|
2024
Q1 | $551K | Hold |
2,982
| – | – | 0.06% | 228 |
|
|
2023
Q4 | $578K | Hold |
2,982
| – | – | 0.08% | 193 |
|
|
2023
Q3 | $509K | Sell |
2,982
-193
| -6% | -$32.9K | 0.08% | 199 |
|
|
2023
Q2 | $610K | Buy |
+3,175
| New | +$610K | 0.09% | 187 |
|
|
2019
Q3 | – | Sell |
-9,742
| Closed | -$498K | – | 317 |
|
|
2019
Q2 | $498K | Buy |
+9,742
| New | +$498K | 0.1% | 205 |
|