SHEETS SMITH WEALTH MANAGEMENT – Transaction History
SHEETS SMITH WEALTH MANAGEMENT portfolio value:
$1.14M
portfolio value
SHEETS SMITH WEALTH MANAGEMENT quarter portfolio value change:
-10.56%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.49% | -1.90K shares | -195K | $28.13 | 40.56K |
| Q2 2022 | share | Decrease | -23.02% | -12.70K shares | -690K | $31.45 | 42.47K |
| Q1 2022 | share | Decrease | -7.39% | -4.40K shares | -290K | $36.72 | 55.17K |
| Q4 2021 | share | Increase | +1.90% | 1.10K shares | 53K | $38.93 | 59.57K |
| Q3 2021 | share | Increase | +2.46% | 1.40K shares | 12K | $38.7 | 58.46K |
| Q2 2021 | share | Increase | +58.53% | 21.06K shares | 897K | $39.45 | 57.06K |
| Q1 2021 | share | Increase | +13.68% | 4.33K shares | 214K | $37.3 | 35.99K |
| Q4 2020 | share | Increase | +0.09% | 27 shares | 147K | $35.7 | 31.66K |
| Q3 2020 | share | Increase | +0.29% | 90 shares | 54K | $30.69 | 31.63K |
| Q2 2020 | share | Increase | +18.82% | 4.99K shares | 253K | $29.08 | 31.54K |
| Q1 2020 | share | Decrease | -14.46% | -4.48K shares | -358K | $25.05 | 26.55K |
| Q4 2019 | share | Decrease | -1.48% | -467 shares | 40K | $32.61 | 31.04K |
| Q3 2019 | share | Decrease | -11.81% | -4.22K shares | -143K | $30.22 | 31.50K |
| Q2 2019 | share | Increase | +12.62% | 4.00K shares | 154K | $30.44 | 35.72K |
| Q1 2019 | share | Decrease | -12.36% | -4.47K shares | -33K | $29.46 | 31.72K |
| Q4 2018 | share | Decrease | -25.32% | -12.27K shares | -599K | $26.67 | 36.19K |
| Q3 2018 | share | Decrease | -1.63% | -802 shares | -3K | $30.64 | 48.47K |
| Q2 2018 | share | Increase | +16.69% | 7.04K shares | 205K | $30.2 | 49.27K |
| Q1 2018 | share | Increase | +17.34% | 6.24K shares | 197K | $30.81 | 42.22K |
| Q4 2017 | share | Increase | +72.93% | 15.17K shares | 530K | $31.13 | 35.98K |
| Q3 2017 | share | Increase | +32.10% | 5.05K shares | 195K | $29.88 | 20.80K |
| Q2 2017 | share | Increase | +21.70% | 2.80K shares | 114K | $28.37 | 15.75K |
| Q1 2017 | share | Increase | +21.02% | 2.24K shares | 91K | $26.67 | 12.94K |
| Q4 2016 | share | Increase | +0.26% | 28 shares | -11K | $24.71 | 10.69K |
| Q3 2016 | share | Increase | 0.00% | 10.66K shares | 307K | $25.05 | 10.66K |