Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Oct 28, 2019

SELL
N/A
-166,049 Closed
0 $0
Q2 2019

Jul 12, 2019

SELL
N/A
-4,865 Reduced 2.85%
166,049 $432,000
Q1 2019

May 13, 2019

SELL
N/A
-722 Reduced 0.42%
170,914 $342,000
Q4 2018

Jan 11, 2019

SELL
N/A
-3,547 Reduced 2.02%
171,636 $613,000
Q3 2018

Oct 15, 2018

BUY
N/A
1,418 Added 0.82%
175,183 $543,000
Q2 2018

Jul 26, 2018

BUY
N/A
3,187 Added 1.87%
173,765 $509,000
Q1 2018

Apr 09, 2018

BUY
N/A
5,690 Added 3.45%
170,578 $420,000
Q3 2017

Oct 12, 2017

BUY
N/A
164,888
164,888 $453,000
Track This Portfolio

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.