Charles Schwab’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 | $288K | Sell |
8,575
-4,526
| -35% | -$152K | ﹤0.01% | 3324 |
|
|
2025
Q1 | $407K | Hold |
13,101
| – | – | ﹤0.01% | 3135 |
|
|
2024
Q4 | $582K | Buy |
13,101
+732
| +6% | +$32.5K | ﹤0.01% | 3098 |
|
|
2024
Q3 | $413K | Sell |
12,369
-89
| -0.7% | -$2.97K | ﹤0.01% | 3211 |
|
|
2024
Q2 | $345K | Buy |
+12,458
| New | +$345K | ﹤0.01% | 3330 |
|