SHEETS SMITH WEALTH MANAGEMENT – Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
356,000
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-8.10%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -30.45% | -4.93K shares | -200K | 11.27K | |
| Q2 2022 | share | 0.00% | 0 shares | -41K | 16.21K | ||
| Q1 2022 | share | Decrease | -4.22% | -715 shares | 8K | 16.21K | |
| Q4 2021 | share | Decrease | -3.30% | -578 shares | 4K | 16.93K | |
| Q3 2021 | share | Decrease | -8.28% | -1.58K shares | -59K | 17.51K | |
| Q2 2021 | share | Increase | 0.00% | 19.09K shares | 644K | 19.09K |