Caldwell Sutter Capital’s Smith-Midland SMID Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $145K | Sell |
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|
2024
Q3 | $143K | Sell |
|
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|
2024
Q2 | $201K | Hold |
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|
2024
Q1 | $342K | Hold |
|
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|
2023
Q4 | $287K | Sell |
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|
2023
Q3 | $191K | Sell |
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|
2023
Q2 | $433K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $377K | Buy |
|