SFWA
Summit Financial Wealth Advisors’s Deere & Co DE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,314
| Closed | -$225K | – | 140 |
|
|
2019
Q3 | $225K | Hold |
1,314
| – | – | 0.06% | 132 |
|
|
2019
Q2 | $218K | Hold |
1,314
| – | – | 0.05% | 137 |
|
|
2019
Q1 | $215K | Buy |
+1,314
| New | +$215K | 0.06% | 123 |
|
|
2018
Q4 | – | Sell |
-1,529
| Closed | -$226K | – | 130 |
|
|
2018
Q3 | $226K | Sell |
1,529
-289
| -16% | -$42.7K | 0.07% | 130 |
|
|
2018
Q2 | $282K | Hold |
1,818
| – | – | 0.09% | 110 |
|
|
2018
Q1 | $282K | Sell |
1,818
-83
| -4% | -$12.9K | 0.09% | 114 |
|
|
2017
Q4 | $298K | Sell |
1,901
-1,773
| -48% | -$278K | 0.1% | 104 |
|
|
2017
Q3 | $461K | Sell |
3,674
-610
| -14% | -$76.5K | 0.17% | 87 |
|
|
2017
Q2 | $529K | Sell |
4,284
-303
| -7% | -$37.4K | 0.21% | 89 |
|
|
2017
Q1 | $499K | Sell |
4,587
-257
| -5% | -$28K | 0.22% | 92 |
|
|
2016
Q4 | $499K | Sell |
4,844
-82
| -2% | -$8.45K | 0.22% | 94 |
|
|
2016
Q3 | $420K | Sell |
4,926
-4,944
| -50% | -$422K | 0.18% | 101 |
|
|
2016
Q2 | $800K | Buy |
9,870
+3,190
| +48% | +$259K | 0.33% | 70 |
|
|
2016
Q1 | $514K | Buy |
6,680
+980
| +17% | +$75.4K | 0.22% | 82 |
|
|
2015
Q4 | $435K | Buy |
5,700
+5,488
| +2,589% | +$419K | 0.2% | 93 |
|
|
2015
Q3 | $15K | Hold |
212
| – | – | 0.01% | 171 |
|
|
2015
Q2 | $20K | Hold |
212
| – | – | 0.01% | 194 |
|
|
2015
Q1 | $19K | Buy |
+212
| New | +$19K | 0.01% | 169 |
|