Carmichael Hill & Associates’s iShares Russell 2500 ETF SMMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $160K | Sell |
2,361
-8
| -0.3% | -$542 | 0.06% | 191 |
|
|
2024
Q2 | $148K | Buy |
2,369
+178
| +8% | +$11.1K | 0.06% | 191 |
|
|
2024
Q1 | $144K | Sell |
2,191
-55
| -2% | -$3.61K | 0.06% | 199 |
|
|
2023
Q4 | $138K | Buy |
2,246
+132
| +6% | +$8.13K | 0.06% | 194 |
|
|
2023
Q3 | $115K | Buy |
2,114
+12
| +0.6% | +$654 | 0.05% | 198 |
|
|
2023
Q2 | $121K | Buy |
2,102
+889
| +73% | +$51.1K | 0.05% | 195 |
|
|
2023
Q1 | $66.5K | Buy |
1,213
+7
| +0.6% | +$384 | 0.03% | 243 |
|
|
2022
Q4 | $64.1K | Buy |
1,206
+69
| +6% | +$3.67K | 0.03% | 246 |
|
|
2022
Q3 | $57K | Buy |
1,137
+716
| +170% | +$35.9K | 0.03% | 258 |
|
|
2022
Q2 | $22K | Buy |
+421
| New | +$22K | 0.01% | 368 |
|