Smith Salley Wealth Management’s Monsanto Co MON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,255
| Closed | -$263K | – | 185 |
|
|
2018
Q1 | $263K | Sell |
2,255
-447
| -17% | -$52.1K | 0.05% | 154 |
|
|
2017
Q4 | $315K | Sell |
2,702
-393
| -13% | -$45.8K | 0.06% | 144 |
|
|
2017
Q3 | $371K | Sell |
3,095
-969
| -24% | -$116K | 0.07% | 128 |
|
|
2017
Q2 | $481K | Sell |
4,064
-142
| -3% | -$16.8K | 0.1% | 115 |
|
|
2017
Q1 | $476K | Sell |
4,206
-413
| -9% | -$46.7K | 0.1% | 114 |
|
|
2016
Q4 | $486K | Sell |
4,619
-292
| -6% | -$30.7K | 0.1% | 111 |
|
|
2016
Q3 | $502K | Sell |
4,911
-1,092
| -18% | -$112K | 0.11% | 109 |
|
|
2016
Q2 | $621K | Sell |
6,003
-2,951
| -33% | -$305K | 0.14% | 107 |
|
|
2016
Q1 | $785K | Sell |
8,954
-4,864
| -35% | -$426K | 0.2% | 97 |
|
|
2015
Q4 | $1.36M | Sell |
13,818
-1,483
| -10% | -$146K | 0.34% | 83 |
|
|
2015
Q3 | $1.31M | Sell |
15,301
-1,517
| -9% | -$129K | 0.35% | 82 |
|
|
2015
Q2 | $1.79M | Sell |
16,818
-3,753
| -18% | -$400K | 0.46% | 69 |
|
|
2015
Q1 | $2.32M | Sell |
20,571
-8,229
| -29% | -$926K | 0.59% | 57 |
|
|
2014
Q4 | $3.44M | Sell |
28,800
-9,029
| -24% | -$1.08M | 0.89% | 39 |
|
|
2014
Q3 | $4.26M | Sell |
37,829
-3,747
| -9% | -$422K | 1.13% | 30 |
|
|
2014
Q2 | $5.19M | Buy |
+41,576
| New | +$5.19M | 1.39% | 17 |
|