Winton Group’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,278
| Closed | -$421K | – | 1359 |
|
|
2021
Q3 | $421K | Buy |
16,278
+877
| +6% | +$22.7K | 0.02% | 946 |
|
|
2021
Q2 | $370K | Buy |
15,401
+2,336
| +18% | +$56.1K | 0.02% | 1082 |
|
|
2021
Q1 | $283K | Buy |
13,065
+1,559
| +14% | +$33.8K | 0.02% | 1166 |
|
|
2020
Q4 | $209K | Sell |
11,506
-24,417
| -68% | -$444K | 0.02% | 1177 |
|
|
2020
Q3 | $488K | Sell |
35,923
-10,018
| -22% | -$136K | 0.02% | 1126 |
|
|
2020
Q2 | $743K | Buy |
45,941
+11,100
| +32% | +$180K | 0.02% | 1087 |
|
|
2020
Q1 | $530K | Buy |
34,841
+7,891
| +29% | +$120K | 0.01% | 1012 |
|
|
2019
Q4 | $637K | Sell |
26,950
-9,726
| -27% | -$230K | 0.01% | 1178 |
|
|
2019
Q3 | $764K | Buy |
+36,676
| New | +$764K | 0.01% | 943 |
|