SHA
CSR
Smith Hayes Advisers’s Centerspace CSR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | $466K | Buy |
64,228
+1,577
| +3% | +$11.4K | 0.09% | 204 |
|
2015
Q4 | $435K | Buy |
62,651
+33,368
| +114% | +$232K | 0.09% | 206 |
|
2015
Q3 | $227K | Buy |
29,283
+72
| +0.2% | +$558 | 0.05% | 269 |
|
2015
Q2 | $209K | Buy |
29,211
+1,068
| +4% | +$7.64K | 0.04% | 300 |
|
2015
Q1 | $211K | Buy |
28,143
+1,758
| +7% | +$13.2K | 0.04% | 300 |
|
2014
Q4 | $216K | Buy |
26,385
+63
| +0.2% | +$516 | 0.05% | 286 |
|
2014
Q3 | $203K | Buy |
26,322
+2,052
| +8% | +$15.8K | 0.05% | 273 |
|
2014
Q2 | $224K | Sell |
24,270
-5,947
| -20% | -$54.9K | 0.05% | 264 |
|
2014
Q1 | $271K | Buy |
30,217
+8,054
| +36% | +$72.2K | 0.07% | 236 |
|
2013
Q4 | $190K | Buy |
22,163
+5,590
| +34% | +$47.9K | 0.06% | 242 |
|
2013
Q3 | $137K | Buy |
16,573
+2,538
| +18% | +$21K | 0.05% | 233 |
|
2013
Q2 | $121K | Buy |
+14,035
| New | +$121K | 0.05% | 225 |
|