Atria Investments’s Zacks Small/Mid Cap ETF SMIZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $323K | Sell |
9,537
-215
| -2% | -$7.29K | ﹤0.01% | 1679 |
|
2025
Q1 | $295K | Buy |
9,752
+289
| +3% | +$8.74K | ﹤0.01% | 1629 |
|
2024
Q4 | $314K | Buy |
9,463
+1,067
| +13% | +$35.4K | ﹤0.01% | 1574 |
|
2024
Q3 | $278K | Sell |
8,396
-82
| -1% | -$2.71K | ﹤0.01% | 1651 |
|
2024
Q2 | $258K | Buy |
+8,478
| New | +$258K | ﹤0.01% | 1674 |
|