WA
Waverly Advisors’s SmartFinancial SMBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,757
| Closed | -$372K | – | 1015 |
|
|
2024
Q3 | $372K | Buy |
+12,757
| New | +$372K | 0.01% | 634 |
|
|
2024
Q1 | – | Sell |
-16,167
| Closed | -$396K | – | 707 |
|
|
2023
Q4 | $396K | Sell |
16,167
-360
| -2% | -$8.82K | 0.01% | 325 |
|
|
2023
Q3 | $353K | Hold |
16,527
| – | – | 0.02% | 300 |
|
|
2023
Q2 | $355K | Hold |
16,527
| – | – | 0.02% | 274 |
|
|
2023
Q1 | $382K | Hold |
16,527
| – | – | 0.02% | 216 |
|
|
2022
Q4 | $454K | Hold |
16,527
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $408K | Hold |
16,527
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $399K | Hold |
16,527
| – | – | 0.04% | 142 |
|
|
2022
Q1 | $423K | Hold |
16,527
| – | – | 0.04% | 132 |
|
|
2021
Q4 | $429K | Sell |
16,527
-473
| -3% | -$12.3K | 0.04% | 132 |
|
|
2021
Q3 | $454K | Hold |
17,000
| – | – | 0.04% | 128 |
|
|
2021
Q2 | $423K | Hold |
17,000
| – | – | 0.04% | 127 |
|
|
2021
Q1 | $410K | Hold |
17,000
| – | – | 0.04% | 115 |
|
|
2020
Q4 | $352K | Buy |
+17,000
| New | +$352K | 0.04% | 114 |
|