AWM
Accurate Wealth Management’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
62,058
-322
| -0.5% | -$11.1K | 0.33% | 77 |
|
|
2025
Q1 | $1.81M | Buy |
62,380
+48,166
| +339% | +$1.4M | 0.35% | 75 |
|
|
2024
Q4 | $493K | Buy |
14,214
+750
| +6% | +$26K | 0.09% | 198 |
|
|
2024
Q3 | $484K | Buy |
13,464
+6,393
| +90% | +$230K | 0.1% | 200 |
|
|
2024
Q2 | $253K | Buy |
+7,071
| New | +$253K | 0.06% | 265 |
|