Caldwell Sutter Capital’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
3,272
| – | – | 0.05% | 268 |
|
|
2025
Q1 | $102K | Hold |
3,272
| – | – | 0.05% | 271 |
|
|
2024
Q4 | $145K | Sell |
3,272
-1,000
| -23% | -$44.5K | 0.07% | 233 |
|
|
2024
Q3 | $143K | Sell |
4,272
-3,000
| -41% | -$100K | 0.07% | 243 |
|
|
2024
Q2 | $201K | Hold |
7,272
| – | – | 0.1% | 198 |
|
|
2024
Q1 | $342K | Hold |
7,272
| – | – | 0.16% | 138 |
|
|
2023
Q4 | $287K | Sell |
7,272
-2,765
| -28% | -$109K | 0.15% | 146 |
|
|
2023
Q3 | $191K | Sell |
10,037
-8,373
| -45% | -$159K | 0.11% | 180 |
|
|
2023
Q2 | $433K | Hold |
18,410
| – | – | 0.23% | 108 |
|
|
2023
Q1 | $345K | Hold |
18,410
| – | – | 0.25% | 86 |
|
|
2022
Q4 | $377K | Buy |
+18,410
| New | +$377K | 0.33% | 70 |
|