WWM
Wagner Wealth Management’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-370
| Closed | -$29K | – | 660 |
|
|
2022
Q3 | $29K | Buy |
370
+2
| +0.5% | +$157 | 0.02% | 259 |
|
|
2022
Q2 | $28K | Buy |
+368
| New | +$28K | 0.02% | 274 |
|
|
2022
Q1 | – | Sell |
-366
| Closed | -$29K | – | 598 |
|
|
2021
Q4 | $29K | Buy |
366
+1
| +0.3% | +$79 | 0.02% | 336 |
|
|
2021
Q3 | $28K | Sell |
365
-10
| -3% | -$767 | 0.02% | 332 |
|
|
2021
Q2 | $31K | Buy |
375
+1
| +0.3% | +$83 | 0.02% | 329 |
|
|
2021
Q1 | $29K | Buy |
+374
| New | +$29K | 0.02% | 306 |
|
|
2018
Q3 | $31K | Buy |
379
+1
| +0.3% | +$82 | 0.02% | 298 |
|
|
2018
Q2 | $33K | Buy |
378
+1
| +0.3% | +$87 | 0.02% | 267 |
|
|
2018
Q1 | $32K | Hold |
377
| – | – | 0.02% | 254 |
|
|
2017
Q4 | $34K | Buy |
+377
| New | +$34K | 0.03% | 252 |
|