Advisors Capital Management’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,670
| Closed | -$301K | – | 454 |
|
|
2022
Q4 | $301K | Buy |
+5,670
| New | +$301K | 0.01% | 379 |
|
|
2022
Q3 | – | Sell |
-18,650
| Closed | -$963K | – | 480 |
|
|
2022
Q2 | $963K | Buy |
+18,650
| New | +$963K | 0.03% | 253 |
|
|
2022
Q1 | – | Sell |
-3,935
| Closed | -$261K | – | 449 |
|
|
2021
Q4 | $261K | Buy |
+3,935
| New | +$261K | 0.01% | 385 |
|