Smith Salley Wealth Management’s Campbell Soup CPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,701
| Closed | -$224K | – | 178 |
|
|
2016
Q4 | $224K | Sell |
3,701
-173
| -4% | -$10.5K | 0.05% | 145 |
|
|
2016
Q3 | $212K | Sell |
3,874
-533
| -12% | -$29.2K | 0.05% | 147 |
|
|
2016
Q2 | $293K | Sell |
4,407
-2,169
| -33% | -$144K | 0.07% | 128 |
|
|
2016
Q1 | $419K | Sell |
6,576
-2,628
| -29% | -$167K | 0.11% | 114 |
|
|
2015
Q4 | $484K | Sell |
9,204
-1,000
| -10% | -$52.6K | 0.12% | 120 |
|
|
2015
Q3 | $517K | Sell |
10,204
-2,693
| -21% | -$136K | 0.14% | 113 |
|
|
2015
Q2 | $614K | Sell |
12,897
-2,211
| -15% | -$105K | 0.16% | 112 |
|
|
2015
Q1 | $703K | Sell |
15,108
-3,416
| -18% | -$159K | 0.18% | 110 |
|
|
2014
Q4 | $815K | Sell |
18,524
-2,758
| -13% | -$121K | 0.21% | 107 |
|
|
2014
Q3 | $909K | Sell |
21,282
-2,120
| -9% | -$90.6K | 0.24% | 108 |
|
|
2014
Q2 | $1.07M | Buy |
+23,402
| New | +$1.07M | 0.29% | 99 |
|