SSWM
Sheets Smith Wealth Management’s Western Alliance Bancorporation WAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-14,601
| Closed | -$831K | – | 322 |
|
|
2018
Q3 | $831K | Sell |
14,601
-517
| -3% | -$29.4K | 0.17% | 146 |
|
|
2018
Q2 | $856K | Buy |
15,118
+168
| +1% | +$9.51K | 0.2% | 124 |
|
|
2018
Q1 | $869K | Sell |
14,950
-251
| -2% | -$14.6K | 0.21% | 127 |
|
|
2017
Q4 | $861K | Buy |
15,201
+252
| +2% | +$14.3K | 0.2% | 134 |
|
|
2017
Q3 | $793K | Sell |
14,949
-78
| -0.5% | -$4.14K | 0.2% | 138 |
|
|
2017
Q2 | $739K | Sell |
15,027
-628
| -4% | -$30.9K | 0.2% | 132 |
|
|
2017
Q1 | $769K | Sell |
15,655
-194
| -1% | -$9.53K | 0.2% | 139 |
|
|
2016
Q4 | $772K | Sell |
15,849
-660
| -4% | -$32.1K | 0.22% | 136 |
|
|
2016
Q3 | $620K | Buy |
+16,509
| New | +$620K | 0.17% | 161 |
|
|
2016
Q1 | – | Sell |
-22,044
| Closed | -$790K | – | 264 |
|
|
2015
Q4 | $790K | Buy |
+22,044
| New | +$790K | 0.24% | 125 |
|