Advisory Services Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-86
| Closed | -$5.28K | – | 3349 |
|
|
2023
Q4 | $5.28K | Buy |
+86
| New | +$5.28K | ﹤0.01% | 3094 |
|
|
2023
Q2 | – | Sell |
-3,479
| Closed | -$191K | – | 3346 |
|
|
2023
Q1 | $191K | Sell |
3,479
-580
| -14% | -$31.8K | 0.01% | 1326 |
|
|
2022
Q4 | $216K | Sell |
4,059
-637
| -14% | -$33.9K | 0.01% | 1237 |
|
|
2022
Q3 | $233K | Sell |
4,696
-366
| -7% | -$18.2K | 0.01% | 1137 |
|
|
2022
Q2 | $261K | Sell |
5,062
-318
| -6% | -$16.4K | 0.01% | 1141 |
|
|
2022
Q1 | $335K | Sell |
5,380
-53
| -1% | -$3.3K | 0.01% | 1093 |
|
|
2021
Q4 | $361K | Buy |
5,433
+676
| +14% | +$44.9K | 0.01% | 1017 |
|
|
2021
Q3 | $305K | Buy |
4,757
+586
| +14% | +$37.6K | 0.01% | 1096 |
|
|
2021
Q2 | $276K | Buy |
+4,171
| New | +$276K | 0.01% | 1129 |
|