CWM
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Concentrum Wealth Management’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

Concentrum Wealth Management’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,339
Closed -$330K – 48
2019
Q4 		$330K Sell
5,339
-41
-0.8% -$2.53K 0.37% 28
2019
Q3 		$319K Buy
5,380
+1,922
+56% +$114K 0.4% 26
2019
Q2 		$205K Buy
+3,458
New +$205K 0.25% 40