Smith Salley Wealth Management’s Seagate STX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-33,100
| Closed | -$1.57M | – | 183 |
|
2018
Q3 | $1.57M | Sell |
33,100
-1,692
| -5% | -$80.1K | 0.25% | 85 |
|
2018
Q2 | $1.97M | Sell |
34,792
-32,331
| -48% | -$1.83M | 0.34% | 79 |
|
2018
Q1 | $3.93M | Sell |
67,123
-1,291
| -2% | -$75.5K | 0.7% | 54 |
|
2017
Q4 | $2.86M | Buy |
68,414
+221
| +0.3% | +$9.25K | 0.51% | 69 |
|
2017
Q3 | $2.26M | Buy |
68,193
+2,373
| +4% | +$78.7K | 0.43% | 76 |
|
2017
Q2 | $2.55M | Buy |
65,820
+430
| +0.7% | +$16.7K | 0.51% | 73 |
|
2017
Q1 | $3M | Buy |
65,390
+605
| +0.9% | +$27.8K | 0.62% | 60 |
|
2016
Q4 | $2.47M | Sell |
64,785
-39,276
| -38% | -$1.5M | 0.51% | 66 |
|
2016
Q3 | $4.01M | Buy |
104,061
+26,705
| +35% | +$1.03M | 0.89% | 44 |
|
2016
Q2 | $1.89M | Buy |
77,356
+31,276
| +68% | +$762K | 0.44% | 71 |
|
2016
Q1 | $1.59M | Buy |
46,080
+19,084
| +71% | +$657K | 0.4% | 75 |
|
2015
Q4 | $990K | Sell |
26,996
-21,099
| -44% | -$774K | 0.25% | 97 |
|
2015
Q3 | $2.15M | Buy |
48,095
+19,152
| +66% | +$858K | 0.58% | 55 |
|
2015
Q2 | $1.38M | Buy |
+28,943
| New | +$1.38M | 0.35% | 84 |
|