Winton Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,345
| Closed | -$401K | – | 1485 |
|
|
2021
Q3 | $401K | Buy |
16,345
+199
| +1% | +$4.88K | 0.02% | 972 |
|
|
2021
Q2 | $355K | Buy |
16,146
+950
| +6% | +$20.9K | 0.02% | 1101 |
|
|
2021
Q1 | $403K | Buy |
15,196
+387
| +3% | +$10.3K | 0.02% | 989 |
|
|
2020
Q4 | $327K | Sell |
14,809
-7,470
| -34% | -$165K | 0.02% | 1003 |
|
|
2020
Q3 | $330K | Buy |
22,279
+8,384
| +60% | +$124K | 0.01% | 1215 |
|
|
2020
Q2 | $229K | Buy |
+13,895
| New | +$229K | 0.01% | 1332 |
|