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Claro Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Claro Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,306
Closed -$301K – 228
2020
Q4 		$301K Sell
5,306
-245
-4% -$13.9K 0.16% 156
2020
Q3 		$249K Sell
5,551
-442
-7% -$19.8K 0.16% 157
2020
Q2 		$255K Buy
+5,993
New +$255K 0.18% 144