SFM
Systematic Financial Management’s Premier PINC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,580
| Closed | -$328K | – | 396 |
|
|
2020
Q2 | $328K | Sell |
9,580
-3,385
| -26% | -$116K | 0.02% | 280 |
|
|
2020
Q1 | $424K | Sell |
12,965
-3,900
| -23% | -$128K | 0.03% | 201 |
|
|
2019
Q4 | $639K | Buy |
16,865
+1,915
| +13% | +$72.6K | 0.03% | 288 |
|
|
2019
Q3 | $432K | Sell |
14,950
-9,280
| -38% | -$268K | 0.02% | 434 |
|
|
2019
Q2 | $948K | Sell |
24,230
-11,930
| -33% | -$467K | 0.04% | 319 |
|
|
2019
Q1 | $1.25M | Buy |
36,160
+6,410
| +22% | +$221K | 0.04% | 372 |
|
|
2018
Q4 | $1.11M | Sell |
29,750
-4,550
| -13% | -$170K | 0.03% | 415 |
|
|
2018
Q3 | $1.57M | Sell |
34,300
-7,050
| -17% | -$323K | 0.04% | 312 |
|
|
2018
Q2 | $1.5M | Buy |
+41,350
| New | +$1.5M | 0.04% | 325 |
|
|
2017
Q3 | – | Sell |
-174,528
| Closed | -$6.28M | – | 657 |
|
|
2017
Q2 | $6.28M | Buy |
174,528
+61,466
| +54% | +$2.21M | 0.12% | 220 |
|
|
2017
Q1 | $3.6M | Buy |
+113,062
| New | +$3.6M | 0.06% | 282 |
|