Wealthcare Capital Management’s Summit Financial Group, Inc. SMMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,582
| Closed | – | – | 198 |
|
|
2019
Q2 | $0 | Hold |
2,582
| – | – | ﹤0.01% | 194 |
|
|
2019
Q1 | $68K | Hold |
2,582
| – | – | 0.01% | 85 |
|
|
2018
Q4 | $50K | Hold |
2,582
| – | – | 0.01% | 93 |
|
|
2018
Q3 | $60K | Hold |
2,582
| – | – | 0.01% | 82 |
|
|
2018
Q2 | $69K | Hold |
2,582
| – | – | 0.01% | 76 |
|
|
2018
Q1 | $65K | Hold |
2,582
| – | – | 0.01% | 77 |
|
|
2017
Q4 | $68K | Sell |
2,582
-490
| -16% | -$12.9K | 0.01% | 76 |
|
|
2017
Q3 | $79K | Buy |
3,072
+1
| +0% | +$26 | 0.01% | 69 |
|
|
2017
Q2 | $68K | Buy |
+3,071
| New | +$68K | 0.01% | 73 |
|