SMITH SHELLNUT WILSON LLC /ADV – Transaction History
SMITH SHELLNUT WILSON LLC /ADV portfolio value:
263,000
portfolio value
SMITH SHELLNUT WILSON LLC /ADV quarter portfolio value change:
-7.57%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.66% | 156 shares | -3K | 2.5K | |
| Q2 2022 | share | Decrease | -6.87% | -173 shares | -115K | 2.34K | |
| Q1 2022 | share | Increase | +0.36% | 9 shares | -112K | 2.51K | |
| Q4 2021 | share | Increase | +4.07% | 98 shares | 19K | 2.50K | |
| Q3 2021 | share | Increase | +0.88% | 21 shares | 1K | 2.41K | |
| Q2 2021 | share | 0.00% | 0 shares | 63K | 2.38K | ||
| Q1 2021 | share | Increase | +0.84% | 20 shares | 51K | 2.38K | |
| Q4 2020 | share | Decrease | -4.44% | -110 shares | 41K | 2.36K | |
| Q3 2020 | share | 0.00% | 0 shares | 12K | 2.47K | ||
| Q2 2020 | share | Decrease | -2.36% | -60 shares | 58K | 2.47K | |
| Q1 2020 | share | Increase | +2.71% | 67 shares | -53K | 2.53K | |
| Q4 2019 | share | 0.00% | 0 shares | 19K | 2.47K | ||
| Q3 2019 | share | Increase | +10.60% | 237 shares | 37K | 2.47K | |
| Q2 2019 | share | Decrease | -1.02% | -23 shares | 37K | 2.23K | |
| Q1 2019 | share | 0.00% | 0 shares | 0 | 2.25K | ||
| Q4 2018 | share | Decrease | -1.31% | -30 shares | -42K | 2.25K | |
| Q3 2018 | share | 0.00% | 0 shares | 3K | 2.28K | ||
| Q1 2018 | share | Decrease | -27.09% | -850 shares | -82K | 2.28K | |
| Q4 2017 | share | Increase | +4.11% | 124 shares | 56K | 3.13K | |
| Q3 2017 | share | Increase | 0.00% | 3.01K shares | 273K | 3.01K |