Walthausen & Co’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-63,895
| Closed | -$1.54M | – | 131 |
|
|
2022
Q2 | $1.54M | Sell |
63,895
-32,017
| -33% | -$774K | 0.69% | 68 |
|
|
2022
Q1 | $2.45M | Buy |
95,912
+660
| +0.7% | +$16.9K | 0.69% | 72 |
|
|
2021
Q4 | $2.61M | Sell |
95,252
-9,290
| -9% | -$254K | 0.68% | 74 |
|
|
2021
Q3 | $2.7M | Sell |
104,542
-10,930
| -9% | -$282K | 0.68% | 64 |
|
|
2021
Q2 | $2.77M | Buy |
115,472
+8,740
| +8% | +$210K | 0.61% | 81 |
|
|
2021
Q1 | $2.31M | Buy |
106,732
+6,730
| +7% | +$146K | 0.49% | 106 |
|
|
2020
Q4 | $1.81M | Hold |
100,002
| – | – | 0.49% | 105 |
|
|
2020
Q3 | $1.36M | Buy |
100,002
+17,730
| +22% | +$241K | 0.28% | 111 |
|
|
2020
Q2 | $1.33M | Buy |
82,272
+1,390
| +2% | +$22.5K | 0.27% | 106 |
|
|
2020
Q1 | $1.23M | Buy |
80,882
+12,690
| +19% | +$193K | 0.26% | 99 |
|
|
2019
Q4 | $1.61M | Buy |
68,192
+13,550
| +25% | +$321K | 0.21% | 114 |
|
|
2019
Q3 | $1.14M | Buy |
+54,642
| New | +$1.14M | 0.16% | 124 |
|