Steward Partners Investment Advisory’s SharpSpring, Inc. SHSP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-28,159
| Closed | -$476K | – | 3464 |
|
2021
Q2 | $476K | Sell |
28,159
-5,255
| -16% | -$88.8K | 0.01% | 954 |
|
2021
Q1 | $535K | Buy |
33,414
+1,817
| +6% | +$29.1K | 0.01% | 864 |
|
2020
Q4 | $514K | Sell |
31,597
-353
| -1% | -$5.74K | 0.01% | 757 |
|
2020
Q3 | $356K | Buy |
31,950
+2,856
| +10% | +$31.8K | 0.01% | 763 |
|
2020
Q2 | $255K | Buy |
29,094
+6,138
| +27% | +$53.8K | 0.01% | 804 |
|
2020
Q1 | $139K | Buy |
22,956
+7,561
| +49% | +$45.8K | 0.01% | 893 |
|
2019
Q4 | $176K | Buy |
15,395
+3,497
| +29% | +$40K | 0.01% | 919 |
|
2019
Q3 | $115K | Buy |
11,898
+1,457
| +14% | +$14.1K | ﹤0.01% | 1037 |
|
2019
Q2 | $135K | Buy |
+10,441
| New | +$135K | 0.01% | 944 |
|
2018
Q4 | – | Sell |
-4,245
| Closed | -$60K | – | 2416 |
|
2018
Q3 | $60K | Buy |
+4,245
| New | +$60K | ﹤0.01% | 1127 |
|