Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 28, 2021

SELL
N/A
-60,367 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
N/A
21 Added 0.03%
60,367 $4.08 Million
Q2 2020

Aug 04, 2020

BUY
N/A
1,405 Added 2.38%
60,346 $3.66 Million
Q1 2020

Apr 24, 2020

BUY
N/A
8,301 Added 16.39%
58,941 $2.87 Million
Q4 2019

Jan 27, 2020

BUY
N/A
178 Added 0.35%
50,640 $3.12 Million
Q3 2019

Oct 30, 2019

BUY
N/A
3,225 Added 6.83%
50,462 $2.92 Million
Q2 2019

Jul 12, 2019

SELL
N/A
-2,145 Reduced 4.34%
47,237 $2.83 Million
Q1 2019

May 03, 2019

BUY
N/A
32 Added 0.06%
49,382 $2.63 Million
Q4 2018

Feb 05, 2019

SELL
N/A
-2,356 Reduced 4.56%
49,350 $2.51 Million
Q3 2018

Nov 06, 2018

SELL
N/A
-2,794 Reduced 5.13%
51,706 $2.92 Million
Q2 2018

Aug 10, 2018

BUY
N/A
540 Added 1.0%
54,500 $3.2 Million
Q1 2018

May 09, 2018

BUY
N/A
2,364 Added 4.58%
53,960 $3.25 Million
Q4 2017

Feb 12, 2018

BUY
N/A
24,862 Added 93.0%
51,596 $2.7 Million
Q3 2017

Nov 02, 2017

BUY
N/A
26,734
26,734 $1.28 Million
Track This Portfolio

Track Smith, Salley & Associates Portfolio

Follow Smith, Salley & Associates 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 Smith, Salley & Associates, based on Form 13F filings with the SEC.

News

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