Waverly Advisors’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $396K | Sell |
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|
2023
Q3 | $353K | Hold |
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|
2023
Q2 | $355K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $454K | Hold |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $423K | Hold |
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|
2021
Q4 | $429K | Sell |
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|
2021
Q3 | $454K | Hold |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $352K | Buy |
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