Wasatch Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-225,556
| Closed | -$4.89M | – | 248 |
|
|
2019
Q2 | $4.89M | Buy |
225,556
+35,048
| +18% | +$760K | 0.05% | 179 |
|
|
2019
Q1 | $3.6M | Buy |
190,508
+11,251
| +6% | +$213K | 0.04% | 190 |
|
|
2018
Q4 | $3.28M | Buy |
179,257
+34,890
| +24% | +$637K | 0.04% | 189 |
|
|
2018
Q3 | $3.4M | Hold |
144,367
| – | – | 0.04% | 199 |
|
|
2018
Q2 | $3.72M | Sell |
144,367
-33,015
| -19% | -$850K | 0.04% | 180 |
|
|
2018
Q1 | $4.18M | Buy |
177,382
+53,052
| +43% | +$1.25M | 0.05% | 165 |
|
|
2017
Q4 | $2.7M | Buy |
124,330
+10,000
| +9% | +$217K | 0.04% | 199 |
|
|
2017
Q3 | $2.75M | Buy |
114,330
+33,330
| +41% | +$802K | 0.04% | 209 |
|
|
2017
Q2 | $1.93M | Buy |
81,000
+27,161
| +50% | +$649K | 0.03% | 252 |
|
|
2017
Q1 | $1.13M | Buy |
53,839
+35,249
| +190% | +$742K | 0.02% | 298 |
|
|
2016
Q4 | $368K | Buy |
+18,590
| New | +$368K | 0.01% | 345 |
|