Castle Wealth Management’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Buy |
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|
2025
Q1 | $5.8M | Sell |
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|
2024
Q4 | $6M | Sell |
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|
2024
Q3 | $6.49M | Buy |
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|
2024
Q2 | $5.63M | Sell |
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|
2024
Q1 | $5.79M | Buy |
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|
2023
Q4 | $5.3M | Sell |
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|
2023
Q3 | $4.98M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $80K | Sell |
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|
2022
Q2 | $106K | Buy |
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