Steward Partners Investment Advisory’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$28K | – | 2684 |
|
|
2019
Q4 | $28K | Hold |
1,200
| – | – | ﹤0.01% | 1651 |
|
|
2019
Q3 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q2 | $26K | Buy |
+1,200
| New | +$26K | ﹤0.01% | 1608 |
|
|
2018
Q3 | – | Sell |
-1,200
| Closed | -$31K | – | 2690 |
|
|
2018
Q2 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 1288 |
|
|
2018
Q1 | $28K | Buy |
1,200
+500
| +71% | +$11.7K | ﹤0.01% | 1216 |
|
|
2017
Q4 | $15K | Buy |
+700
| New | +$15K | ﹤0.01% | 1225 |
|