BPWM
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Badgley Phelps Wealth Managers’s iShares Russell 2500 ETF SMMD Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,651
Closed -$353K – 219
2022
Q4 		$353K Buy
+6,651
New +$353K 0.01% 165