55I LLC’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$1.2M Sell
2022
Q2
$1.25M Sell
2022
Q1
$2.15M Buy
2021
Q4
$891K Buy
2021
Q3
$579K Buy
2021
Q2
$324K Hold
2021
Q1
$308K Buy