Bridgeworth’s iShares Russell 2500 ETF SMMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$693K Buy
2023
Q3
$606K Buy
2023
Q2
$633K Sell
2023
Q1
$605K Buy
2022
Q4
$583K Sell
2022
Q3
$699K Sell
2022
Q2
$905K Buy
2022
Q1
$510K Buy
2021
Q4
$542K Buy
2021
Q3
$522K Sell
2021
Q2
$545K Buy
2021
Q1
$517K Buy
2020
Q4
$467K Buy
2020
Q3
$368K Buy
2020
Q2
$348K Sell
2020
Q1
$367K Buy