Smith, Salley & Associates Innovator U.S. Equity Power Bu Transaction History

Smith, Salley & Associates

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$28.55 - $29.36 $221,919 - $228,215	-7,773 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$28.3 - $28.9 $219,975 - $224,639	7,773 New	7,773 $222,000
Q2 2021 Aug 09, 2021	SELL	$27.65 - $28.5 $646,733 - $666,615	-23,390 Closed	0 $0
Q1 2021 Apr 30, 2021	SELL	$27.27 - $27.55 $62,066 - $62,703	-2,276 Reduced 8.87%	23,390 $644,000
Q4 2020 Jan 28, 2021	BUY	$26.43 - $27.3 $678,352 - $700,681	25,666 New	25,666 $700,000

209

15.4M

Get notified when there are updates to the investment portfolio of Smith, Salley & Associates, based on Form 13F filings with the SEC.

Stay updated on Smith, Salley & Associates with notifications on news.