Corient Private Wealth’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 | $1.74M | Hold |
51,750
| – | – | ﹤0.01% | 1161 |
|
|
2025
Q1 | $1.61M | Hold |
51,750
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q4 | $2.3M | Sell |
51,750
-9,500
| -16% | -$422K | ﹤0.01% | 942 |
|
|
2024
Q3 | $2.05M | Hold |
61,250
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q2 | $1.7M | Hold |
61,250
| – | – | ﹤0.01% | 1094 |
|
|
2024
Q1 | $2.88M | Hold |
61,250
| – | – | 0.01% | 863 |
|
|
2023
Q4 | $2.42M | Hold |
61,250
| – | – | ﹤0.01% | 918 |
|
|
2023
Q3 | $1.16M | Hold |
61,250
| – | – | ﹤0.01% | 1135 |
|
|
2023
Q2 | $1.44M | Hold |
61,250
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q1 | $1.15M | Hold |
61,250
| – | – | ﹤0.01% | 1027 |
|
|
2022
Q4 | $1.26M | Buy |
+61,250
| New | +$1.26M | ﹤0.01% | 843 |
|