Smith Salley Wealth Management’s SLR Senior Investment Corp. Common Stock SUNS Stock Holding History

Smith Salley Wealth Management’s Portfolio SUNS Stock Details SUNS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,500	Closed	-$149K	–	252
2022 Q1	$149K	Hold	10,500	–	–	0.01%	231
2021 Q4	$147K	Hold	10,500	–	–	0.01%	243
2021 Q3	$162K	Hold	10,500	–	–	0.01%	242
2021 Q2	$159K	Buy	+10,500	New	+$163K	0.01%	239

Other funds holding SUNS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Smith Salley Wealth Management's SUNS Position: Q2 2022 in Review

Smith Salley Wealth Management sold out of SLR Senior Investment Corp. Common Stock (SUNS) in Q2 2022, closing a stake of 10,500 shares — an estimated $149K sold.

Smith Salley Wealth Management first reported a position in SUNS in Q2 2021 and held it in 4 quarters. The position peaked at $162K in Q3 2021. 1 fund tracked by Wall St. Rank holds SUNS as of Q2 2022.

Smith Salley Wealth Management reported no remaining SLR Senior Investment Corp. Common Stock position as of Q2 2022 after selling out during the quarter.
Smith Salley Wealth Management sold 10,500 SLR Senior Investment Corp. Common Stock shares in Q2 2022, an estimated $149K.
Smith Salley Wealth Management first reported a position in SLR Senior Investment Corp. Common Stock in Q2 2021 and held it in 4 quarters.
Smith Salley Wealth Management's SLR Senior Investment Corp. Common Stock position peaked at $162K in Q3 2021.
1 fund tracked by Wall St. Rank held SLR Senior Investment Corp. Common Stock as of Q2 2022.

Based on Smith Salley Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.