Smith Salley Wealth Management’s C&F Financial CFFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$206K | – | 172 |
|
|
2018
Q3 | $206K | Hold |
3,500
| – | – | 0.03% | 180 |
|
|
2018
Q2 | $219K | Buy |
+3,500
| New | +$219K | 0.04% | 170 |
|
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$232K | – | 177 |
|
|
2017
Q4 | $232K | Hold |
4,000
| – | – | 0.04% | 167 |
|
|
2017
Q3 | $220K | Buy |
+4,000
| New | +$220K | 0.04% | 162 |
|
|
2017
Q1 | – | Sell |
-5,220
| Closed | -$260K | – | 174 |
|
|
2016
Q4 | $260K | Hold |
5,220
| – | – | 0.05% | 133 |
|
|
2016
Q3 | $225K | Hold |
5,220
| – | – | 0.05% | 142 |
|
|
2016
Q2 | $234K | Sell |
5,220
-100
| -2% | -$4.48K | 0.05% | 144 |
|
|
2016
Q1 | $203K | Hold |
5,320
| – | – | 0.05% | 153 |
|
|
2015
Q4 | $207K | Buy |
+5,320
| New | +$207K | 0.05% | 150 |
|
|
2015
Q1 | – | Sell |
-5,320
| Closed | -$211K | – | 166 |
|
|
2014
Q4 | $211K | Sell |
5,320
-1,000
| -16% | -$39.7K | 0.05% | 158 |
|
|
2014
Q3 | $210K | Hold |
6,320
| – | – | 0.06% | 168 |
|
|
2014
Q2 | $227K | Hold |
6,320
| – | – | 0.06% | 169 |
|
|
2014
Q1 | $209K | Hold |
6,320
| – | – | 0.13% | 106 |
|
|
2013
Q4 | $289K | Hold |
6,320
| – | – | 0.19% | 82 |
|
|
2013
Q3 | $306K | Hold |
6,320
| – | – | 0.25% | 64 |
|
|
2013
Q2 | $352K | Buy |
+6,320
| New | +$352K | 0.28% | 62 |
|