WAM
Worth Asset Management’s Summit Therapeutics SMMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,956
| Closed | -$28.6K | – | 142 |
|
2023
Q4 | $28.6K | Hold |
10,956
| – | – | 0.02% | 109 |
|
2023
Q3 | $20.5K | Hold |
10,956
| – | – | 0.02% | 93 |
|
2023
Q2 | $27.5K | Buy |
10,956
+1,500
| +16% | +$3.77K | 0.02% | 217 |
|
2023
Q1 | $16.5K | Buy |
9,456
+6,456
| +215% | +$11.3K | 0.01% | 279 |
|
2022
Q4 | $12.8K | Hold |
3,000
| – | – | 0.01% | 287 |
|
2022
Q3 | $4K | Buy |
3,000
+2,000
| +200% | +$2.67K | ﹤0.01% | 370 |
|
2022
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 510 |
|
2022
Q1 | $1K | Buy |
+1,000
| New | +$1K | ﹤0.01% | 517 |
|